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FLeaTS User Manual FF - Aug 2011 _Double page version_

Contents

1. To POF Lender Applicant Name Status Homeloans Limited Lock Homeloans Limited Lock er Homeloans Limited Sharpe Leslie Eric Resources Homeloans Limited Sharpe Leslie Eric GE Mortgage Solutions Ltd SMITH SMITH Homeloans Limited Rapley Const Homeloans Limited Rapley Const Homeloans Limited Homeloans Limited Homeloans Limited Homeloans Limited Adelaide Bank Firstfolio 2007 02 05 0 00 Adelaide Bank Firstfolio ROMY STUART BRUNKER 2011 05 25 93 000 00 Adelaide Bank Firstfolio RODNEY STUART BRUNKER 2011 05 25 93 000 00 Adelaide Bank Firstfolio RODNEY STUART BRUNKER 2011 05 25 92 906 01 Homeloans Limited Beard Timothy Cyril 2007 03 22 123 989 58 Homeloans Limited Beard Timothy Cyril 2007 03 22 123 277 99 Homeloans Limited Pocock Bradley John 2007 03 26 87 684 02 Homeloans Limited Pocock Bradley John 2007 03 26 87 482 04 Homeloans Limited Siva Douglas Conrad 2010 06 08 42 163 29 Homeloans Limited ji Laugesen Jarrod Lee 2010 11 15 alt 20 565 00 Homeloans Limited Laugesen Jarrod Lee 2010 11 15 20 566 00 Homeloans Limited _ Laugesen Jarrod Lee 2010 11 15 JE 52049196 Homeloans Limited Laugesen Jarrod Lee 2010 11 15 20 054 16 Homeloans Limited Laugesen JarrodLee 2010 11 15 _____ _ 20 176 51 Settled Loan Account Number Claim Clear dnne T Mozilla Thunderhird User Started Tue 02 Aua 2011 B
2. o Lender Calculators 4 Back Forward ES O m GE fed J Show Matched Lenders NATIONAL j a LIBERTY FINANCE o i 4 FINANCIAL ING S DIRECT CLUB ANZS e lt a Westpac Bl HOMESIDE BankWest WR EAN Addi ditati EE SmartPack EB My Home Package Premier Advantage P BB HomePlus EB Premium Select Home Basic P Star Mortgage Simplifier Basic Simplicity Plus Standard Variable Fixed Options Home Loan HomePlus Premium Select Home Loan Basic Standai 2 349 7 09 2 319 6 96 2 349 7 09 2 328 7 0 2 326 6 99 2 326 6 99 2 328 7 0 2 316 6 95 2 333 P Pr 5 wb ae v Q v Q 7 Q O v G Exchange Lead New New Invading Submissions Search Sear Now List nel Prospect Lead List Archive Loan To Value MAGA Loan To Value MARA Loan To Value MARSA Loan To Vawe ARA Loan To Vawe MARA Loan To Value MARA LosnToVaue MERA Loan To Value AESA Loan To Valu i Credit Rating y Credit Rating v Credit Rating y Credit Rating v Credit Rating v Credit Rating v Credit Rating y Credit Rating y Credit Ratin Accreditations for Savings History v Savings History v Savings History _ y Savings History y Savings History v Savings History v Savings History y Savings History v Savings Hist HLM accredited with i E Location y Location v Location y Location y Location y Location y Loc
3. l Cancel Create new lead User Simply enter the information as per the fields then click Create New Lead and then Exchange You can then start working on the new lead Tip 1 You can also create a new lead from a Lead Prospect This will be dealt with under the section for Calculators and Loan Matching Tip 2 Selecting Referred Associate or Direct Writer under Lead Source will reveal the correct commission structure for that deal Tip 3 You can select non home loan products such as deposit bonds insurance etc from the Product Type drop down menu V05082011DH Page 7 Firstfolio Limited FLeaTS User Manual Creating a new record for a returning client When an existing client returns for another loan you can create a new record from the previously settled one 1 Click on the EZ icon to access the Settled and dead lead archives then enter the appropriate search information to locate the client s record This can be name tracking ID etc 2 Highlight the appropriate client s record Click on the EI icon in the left margin not the one at the top of the page 4 This will take you to the same client set up screen and all information will be copied from the previous record 5 Ensure that you amend any changes if nec
4. Mr Alan Affordability Y 25 TBA Street BRISBANE 4000 QLD 5555 5555 H 00 0000 00000 W 0000 000 0000 M alanafford optuspond com email Lead a Pome To Alan Affordabilty The next action date for this lead will be CS Subject Firstfolio Home loan Application Ref 6018366 7 Send a copy to me Please select Set Emad Template al x 1 t af se a aa Document z Store Hi Alan Just a quick note to see how you are going with the outstanding documentation required to complete the submission of your home Ioan Documentation follow up X g Use Ctrl Z to Undo Ctri Y to Redo Ctri X to cut Ctrl C to copy Ctrl V to paste i Y Add Attachment Y Save this email as a Template Save as Draft Delate this emal 4 Add Ua View My Templates User Started Tue 02 Aug 2011 V05082011DH Page 21 Firstfolio Limited FLeaTS User Manual To send the email click the Save for exchange button Remember the email will not be sent until you Exchange Tip Standard emails can also be sent to multiple clients by following the instructions under that heading Sending an appointment email FLeaTS enables you to set an appointment date and time and send a confirming email within the same action The email will also ask that the client have the appropriate paperwork available These are auto selected based on the loan and client type however documents not reguired can be deselected by un ticking the box
5. Select a lead you wish to test with Please select Select Lead a PO Select Layout Select Lead m gt adam adam 5021207 fi F Send test email to specific email address Affordability Alan BRISBANE 5013965 Customise Email ures Test Your Campaign Affordability Alan BRISBANE 6018366 v Andronicos Peter VAUCLUSE Andronicos Mary VAUCLUSE 5015087 Auto Lead Attach Applesmith Phil AVOCA 5017133 Sareea stats Applesmith Phil AVOCA 5036264 Bishopson Lydia WEST LAUNCESTON 5014079 Bond Jim SYDNEY 5017628 Castle Castle 5033165 Cliuent Cliuent 5036850 Club Peter ADELAIDE 5032273 Conner Gary HORART 5014080 cancel clear Previous Next Exit Without Saving User Started Wed 03 Aug 2011 FLeaTS Test Your Campaign This will send an email to your current email address with the selected leads details Campaign Setup Select a lead you wish to test with ca Congratulations the fixed rate Lead_Lender_Name explaini rates allowing the loan to revert to l the various options that they offer for the remaining period of your loan These will inclfie Select Constant current variable rate or possibly Select Layout SelectLead Affordability Alan BRISBANE 6018368 l Generic Fields Applicant Details EN A ka E Send test email to specific email address Uustomise Email Test Your Campaign The
6. Lender 22d List Products Aam SEARCH Lead Stats x All leads leads o acho Lead Company Applicant name ID Email Amount nm Firstfolio Mr Phil Applesmith 5017133 phil amp isp com au 200 000 Hrs settlement date a DD Firstfolio Mr Gary Cooper 5018737 gary amp isp com au p E Saten adiondate 41 DD Frstfolio Mr Gary Cooper 5014080 gary isp com au 5 Ej Modified by Admin 2 nm eChoice FCCC Mr david Harris Test 5024517 Purchase 03 26AM DD Firstfolio Mr Alan Affordability 6018366 alanafford optuspond com Purchase 09 15AM E Firstfolio Mr Peter Andronicos 5015087 dharris firstfolio com au 100 000 Purchase Awaiting documents Collect documents 22 Mar 2011 09 00AM E Firstfolio Mr Jim Bond 5017628 jewens amp email com ai 250 000 Purchase Full application submitted Check approval 23 Mar 2011 10 00AM H Club Financia Mr Peter Club 5032273 350 000 Purchase Appointment made 28 Jun 2011 08 00AM E Firstfolio Mr Linda Cooper 100 000 Purchase Appointment made Meet applicant 28 Jun 2011 05 15PM DD Firstfolio Mrs Lydia Bishopson 5014079 linda COm 300 000 Purchase Awaiting Customer Decision Call applicant 29 Jun 2011 10 15AM Appointment made 2 DD Frstfolio Mr Adam Jones 5020736 300 000 Purchase Awaiting documents Call applicant 06 Jul 2011 10 00AM Awaiting Customer Deci 1 DD Firstfolio Mr John Euings 5021053 jJewens email com au 300 000 Purchase Full application approved Support
7. Saving statements Thu 4 Aug 2011 traininguser Not Received 0 Existing home loan statements Thu 4 Aug 2011 e eS SS nin _ a eccla X lo Contract of sale Thu 4 Aug 2011 j Upload Tax returns yp X ES Pay slips Thu 4 Aug 2011 l Document For Applicant Document X teceived 0 Superannuation statements Thu 4 Aug 2011 l Prefix file with Phil Applesmith pm P 0 Identification Documents Thu 4 Aug 2011 Sect mne fe tered tecei X Signed Loan Application Form Thu 4 Aug 2011 Fie c teceived x 0 ed Faki Brokers Thu 4 Aug 2011 m EN Signed Needs Analysis Form ey O Cancel Upload File l e Exit without saving Select Documents Save Updates and Exit Hear f gt na ee h A Ane ant Stored documents can be viewed or printed by double clicking on the document from the list and then clicking on the View Document button below The document can also be saved to your computer by clicking on the Export Document button Upload Signed Loan Application Form eien Document For Bonica Daamen OOO O oOo i Prete fie wif i Sdect a mew fie to upioad File V05082011DH Page 36 Firstfolio Limited FLeaTS User Manual Searching for policy forms and lender information BloomSEARCH BloomSEARCH is a search engine within FLeaTS that provides the ability to search and download all lender documents calculators policy updates and loan informati
8. The system produces your invoice automatically based on loans that you have moved into the Settled status All information shown in the draft invoice is determined by the information you have entered into the system including loan amounts lender settlement date etc Incorrect entry of any of any information could cause inaccuracies in the Draft Invoice To access your RCTI and forecasting facilities click on the Mdd icon The following sub menu which is self explanatory appears Commissions Menu Create a new lead or attach an existing lead to an unclaimed settlement You will need to provide the loan account number Only use this if you have not been paid commission for loans settled longer than two months ago Show s loans settled but not yet processed by accounts Shows a draft of your RCT or Remittance Advice based on the information you have entered into FLeaT5 Available after payments have been made and includes full details of those payments on a RUTI or Remittance advice Displays your expected income based on pending settlements you have in your lead portfolio It includes leads that have a settlement date in the selected period Shows payments that you have received during the current and past financial years Year to date earnings shows loans in the period that they are settled which will not be the period that you are paid V05082011DH Page 39 Firstfolio Limited FLeaTS User Manual Claiming your
9. FLeaTS User Manual cobloom lead management manag lead increas cdm moanoge D Harris Firstfolio Limited 5 August 2011 FLeaTS User Manual FLeaTS 3 Installing FLeaTS 3 Where to get help 4 Logging on and changing your password 5 Creating a new client 7 Creating a new record for a returning client 8 Your client list Opening editing and updating a client record 9 Creating a split lead 10 Editing Client contact details 10 Please ensure that you review the Adding additional contacts to a client s record Il 1 ec p 5 5 99 Receiving a company generated lead 12 section Changes since publication on a age 67 Lead statuses 14 p 2 Lead status usage 14 Create a custom view 15 Sending an email from FLeaTS 17 Sending an email to a single client 17 Sending an email to a group of clients 18 Creating your own email style 19 Creating standard email content templates 20 Sending a standard email 21 Sending an appointment email 22 Reassigning a lead 23 Deactivating a lead 23 Reactivating a lead 24 CRM 25 Importing your client database into FLeaTS 25 Reports 27 Email campaigning 27 Creating a campaign with existing templates 27 Attaching your campaign to existing clients 32 Creating your own email campaign 33 Ad hoc campaigns 34 Uploading documents into FLeaTS 35 Searching for policy forms and lender information 37 BloomSEARCH 37 V05082011DH Page 1 Firstfolio Limited FLea
10. User Started Tue 02 Aug 2011 Note Some fields may be greyed out meaning that you cannot edit them via this process Changes of this nature need to be made by an administrator Contact your relevant support officer for assistance in these matters Adding additional contacts to a clients record You can add additional contact details to a client s record to enable emails to be sent to other related parties such as solicitor spouse etc This record also contains all other contact details Click the Create new Contact button on the main client list screen then click the button on the next screen V05082011DH Page 11 Firstfolio Limited FLeaTS User Manual FleaTS Lead Contacts for Mr Adam Jones Association Company Phone Fax Mobile Email Address 1 Address 2 Suburb Town Create new Contact Edit Contact Undo Delete Done Started Tue 02 Aug 2011 When sending emails to the client you can now select additional recipients by ticking the boxes to the left of the FLeaTS email screen Select email Recipient s Lead Contacts M John Lender Applicant C Mary Solicitor Solicitor at Mary and Co To access additional contacts information open the client record from the client list and click the k icon Select the contact and double click to open the details Receiving a company generated lead If you are receiving leads from Firstfolio or eChoice these will be automatically
11. Apply Updates Alter Amount to Cancel 1 You can add a new cost by clicking the button 2 Costs can be deleted by clicking on the item to be deleted and then clicking the Delete thie Cost button V05082011DH Page 56 Firstfolio Limited FLeaTS User Manual Populate from Form No forms found Accumulated Payments Principle fees and interest Projection Amounts shown are an estimated running total of costs as st the end of each marked year The monthly loan repayment amount is shown in AMON epoOo r E139 585 ear 0 188 5 OOF 4 45 41 008 Years Years Exit without saving Save Updates and Exit Started Tue 02 Aug 2011 2 FleaTs 7 Mr Phil Applesmith 16 Stockmans Road AVOCA 7213 TAS 03 6312 3456 H 03 6331 1111 W 0408 123 456 M phil isp com au email The next action date for this lead will be Sendacopytome Please select Attachments m LoanCostComparison pdf LoanFeatureComparison pdf NFCF_Offset_Plus_quote pdf Lead Contacts E Phi Applesmith Appii My Contacts E Albert Albertson Refj Hi Mr John Johnson Referi s 5 m As discussed please find attached loan comparison and quotations for your perusal Select Template mr Use Ctrl Z to Undo Ctri Y to Redo Ctrl X to cut Ctrl C to copy Cirl V to paste Add Attachment Save this email as Add Lead Documen
12. Select a Loan Match Profile 7 Applicant 1 Email Address Blank profile Buying Again for Buying Again for First Home Buyer First Home Buyer Other i _ Couple Single for Couple for Single 4 ut Select s defsult Applicant profile and click open V05082011DH Page 46 Firstfolio Limited FLeaTS User Manual a cs Pre pines Dery Bowne conned gt W Tt Irpa Picking raie Frp he i on tama blw Purchasing med mje Geet Acetate o 4 wie j Le na Lead Prospect nill 3 Apico nk Amen Pen Cah Ast Loc Gaper EW Saari Tipe Poors Lie Ene a m pwc o Haa Fn Annir jw e lowe ee EES EEE Required fields Some pre filled but you should check contents Not compulsory but recommended Liar Buw crin V05082011DH Page 47 Firstfolio Limited FLeaTS User Manual Tip Always ensure you enter a savings period 25 to ensure you get an accurate list of gualified lenders Loan Amount 16 Add or subtract borrowers Refinance amount if Refi Select relationship type 1 Cash out amount if Refi 8 Number of dependants 1 Select customer type 14 Navigate forward or back 2 Select property usage 15 Add or subtract securities 3 Ownership 20 Cust age for Reverse mortgage Select security type Time in current and previous job Select appropriate holding Income all types
13. To create an appointment email select the client from the client list or open the client Mr Alan Affordability 25 TBA Street BRISBANE 4000 QLD 5555 5555 H 00 0000 00000 W 0000 000 0000 M alanaffor optuspond com email Salutation Hi Alan Fm N Done Cancel To alanafford optuspond com Location Additonal Message ce F Tax returns Purchase PAYG 7 Builders quotations Saving statements 7 Existing home loan statements F Contract of sale 7 Pay slips 7 Superannuation statements V Identification Documents 1 Click on the date field and then select date and time of the appointment 2 Type the appointment location into the Location field V05082011DH Page 22 Firstfolio Limited FLeaTS User Manual Reassigning a lead If you are an administration person for a group of brokers you may have a need to reassign leads to loan writers within your group To reassign a lead client highlight the client or open the client record and click on the F icon located in the 2 column of icons This will open the reassignment facility shown below S FLeaTS m am pe a erstFouo gecgoogog marO OEO O oie S in ER TY Tracking Id 6018366 Invoing Submissions Search ist Arde Lead List Products screen Applicant name Mr Alan Affordability a Lead address TBA BRISBANE QLD 4000 y email alanafford optuspond com Screen Ta POF Phone 0000000
14. i Training Jonathon Smith 5035390 smith smith com 250 000 Purchase Full application submitted No Action Submissions Training Phillippa Jamieson 5036809 email22 email com au 200 000 Purchase Full application submitted No Action R Last comments Full Approvals Appt Made User Started Tue 02 Aug 2011 Click Yes to the Dialog box shown You can then follow the steps outlined for sending a single email Note Each recipient will only see their own email address No information about other recipients is sent V05082011DH Page 18 Firstfolio Limited FLeaTS User Manual Creating your own email style You can create your own email style including headers footers advertising images and logs image based signatures etc You create your own look and feel you need to be in the normal email screen O ee ooo QGGSHRHSSSSREGHUE a a i au i er rh c EN Pr Lead Time Off Now ust Requests Mr Alan Affordability 25 TBA Street BRISBANE 4000 QLD 5555 5555 H 00 0000 00000 W 0000 000 0000 M alanafford optuspond com email To Alan Affordability The next action date for this lead will be Subject Firstfolio Home loan Application Ref 6018366 7 Sendacopytome Please select My Contacts E Albert Albertson Referrer at E Sam Contact Real estate agent E John Johnson Referrer at ABC pty Ltd Select Template bd B Use Ci
15. Action Date v applicant 18 Mar 2010 09 15AM applicant 13 May 2010 07 45AM ifrastsettiement date 9 Lead data exchange local time 02 08 2011 1 07 89 PM a EM ee AN Difpast next action date 11 Leads created offline 0 applicani ay 07 Modified by Admin 2 Leads updated offline 0 28 Aug 2010 03 26AM i settlement 19 Mar 2011 09 15AM Lead data exchange local time 02 08 2011 11 54 23 AM ctdocuments 22 Mar 2011 09 00AM eas Sane Sil s z approval 23 Mar 2011 10 00AM ED RAAE 28 Jun 2011 08 00AM Lead data exchange local time 01 08 2011 1 26 20 PM t applicant 28 Jun 2011 05 15PM Leads created offline 0 applicant 29 Jun 2011 10 15AM Appointment made 2 Leads updated offline 0 applicant 06 Jul 2011 10 00AM SERE Lead data exchange local time 29 07 2011 3 58 43 PM tFolowup 07 34 2011 09 00AM Awaiting documents 4 Lead data exchange local time SB aa 5 Pre application approved 3 Leads created offline 0 CAT S Full application submitted 9 E Fi Leads updated offline 0 tFollowup 18 Jul 2011 09 00AM Full application approved 3 faction Settled by lender 3 Lead data exchange local time 28 07 2011 4 48 02 PM ction Leads created offline 0 cion Leads updated offline 1 ction Applicant Mr Peter Andronicos 5015087 updated ok Email sent to dharris firstfolio com au ction Lead data exchange local time 28 07 2011 4 47 35 PM ction Leads created offline 0 ction Leads updated offline 1 ction Applicant
16. Commitments ime credit card 70 00 Sales focus Pre Ready Loan search status am readyfor eChoice to find the best loan for me Property search status am in the process of looking for a property Approval required 60 90 days Other Offers Mo Sales close Lampaigru Promotion Lead source Demo A User Specific Source Demo User Comments Pre Ready Looking at purchasing an investment property Will need to borrow the full purchase price plus costs Happy to use existing property as security Existing property held with ANZ Best contact time is between 3 Gpm on the mobile V05082011DH Page 13 Firstfolio Limited FLeaTS User Manual FLeaTS User Manual 4 Appointment made Expected next state after Lead received allowing for 2 above for Lead statuses mobile HLMs and possible for phone HLMs No lead should remain in this state once an appointment phone or mobile has been held Lead Stats x 5 Awaiting customer When a face to face or phone appointment has been held but client is The various lead statuses built into FLeaTS help decision still in decision mode Also applies to phone based leads when a 102 leads in cache you to prioritise your activities and also provide sales discussion has taken place Needing Attention you with a meaningful overview of your portfolio 6 Not ready yet Only applies when a customer will not or cannot proceed for a period El Y i greater than 60 days D Past next action date Th
17. Diary New New Invoicng Submissions Search Search Lender Broker Reports Naw List Praspect Lead list archive Lead List Products Accreditations Tracking Id 5036264 Mr Phil Applesmith known as Mr 16 Stockmans Road AVOCA 7213 TAS 036312 3456 H 03 6331 1111 W 0408 123 456 M phil isp com au email Required Documents Document Name Date Requested First Received Last Received Updated By Last Updated Status Upd E ereua amena Ell Select the Documents You Require Show Documents for X Tax returns Builders quotations Saving statements ora ns T Existing home loan statements Contract of sale Pay slips Exit without saving Add Required Documents Superannuation statements done User a Identification Documents Signed Loan Application Form Signed Financial Brokers Contract Signed Needs Analysis Form Cancel V05082011DH Page 35 Firstfolio Limited FLeaTS User Manual y gt n r WW 2 W wu wW W W W roo AA aag g TO me Md O Mr dd yr gt t F Tracking Id 5036264 Mr Phil Aprtesmith know 16 Stockmans Road AVOCA 7213 TAS 03 6312 3456 H 936331 1111 W 0408 123 Required Documents Document Name File Name Date Reguested First Received Treue Thu 4 Aug 2011 beived 0 Builders quotations Thu 4 Aug 2011 traininguser Not Received X a D0 D 18 e
18. EBA Loan To Value EBEA Loan To Value ESTA Loan To Value EJ Funds to complete 60 594 Credit Rating v Credit Rating y Credit Rating v Credit Rating v Credit Rating v Credit Baie 3 initial funds required from you 60 594 29 Savings History v Savings History y Savings History y Savings History y Savings History y Savings History y Location y Location _ y Location y Location v Location 4 Location y Total 411 565 25 411 565 25 Estimated LMt 7 468 Estimated LMt 5 844 Estimated LMI 6 189 Estimated LMt 5 462 estimated im 55462 Estimated Lat 6 i E ESI lt a E a View Match Log __ _ Edit Costs Schedule Exit without saving Save Updates and Exit User Started Tue 02 Aug 2011 Note the highlighted warning showing a funds shortfall This will be shown if the amount entered in the Funds Available field are less than the calculated funds required Find the appropriate loan Click the i Forward k button From the following page you can select the features that you and your client consider the most appropriate for their circumstances V05082011DH Page 49 Firstfolio Limited FLeaTS User Manual Lead Prospect null G3 Applicantloan preferences 4 Back Show loan products for All Lenders x Show Lenders in category ko Prime Lenders Always show best matched product f
19. Followup 07 Jul 2011 09 00AM Awaiting documents 4 l Training Mr Phil Applesmith 5036264 phil amp isp com au 250 000 Purchase Awaiting documents 09 Jul 2011 02 29AM Fois aera E Firstfolio Mr Alan Affordability 5013965 alanafford optuspond com 100 000 Purchase Full application approved Support Followup 18 Jul 2011 09 00AM Full application approved 3 l E Training Adam Jones 5035393 email email com 750 000 Purchase Pre application approved No Action Settled by lender 3 Ml Training Philippa Jamieson 5036808 email22 email com au 650 000 Purchase Full application submitted No Action nm Training Mary Johnson 5035394 email email com 500 000 Purchase Full application submitted No Action T tfolio Mr Bart Cummings 5015429 bart isp com au 500 000 Purchase Settled by lender No Action Training ack Ymrheen 5036810 email email22 com au 499 000 Purchase Full application submitted No Action BB training James O Hara Tta mail com au i Training Paul Smith 5035395 mail mail com Firstfolio Mr Denis Jones 5021049 denis hot com au TT Firstfolio Mr Frank Davis 5013864 fd mail net au o Ales nm Training Jonathon Smith 5035390 smith smith com Submissions Training Philippa Jamieson 5036809 email22 email com au Last comments NRY PreApp approved J Full Approvals o AmtMae User Started Thu 04 Aug 2011 S FLeaTS i i gt S gia A eb ae E Wan FIrSTFOLIO FA 7 B ey A A LJ A a 88 Ge Exchange Lead
20. Guide for Consumers 180KB Show more Brochures Rates Interest Rates Commercial Interest Rates Leasing Plant and Equipment 3 Wiiterest Rates Residential Propack Discounts Calculators ANZToolkit 451KB General Calculators Low Doc Qualifying Tool 33KE Total Buying Costs Calculator Show more Calculators LMI LMI Premiums 221KB Manuals Cash Out Matrix 236KB Mortgages Discretionary Pricing 329KB Policy Matrix ShortForm 791K5 Policy Manual 1 2ME Show more Manuals Contacts Branches amp ATM s Products ANZ Breakfree Fact Sheet ANZ Equity Manager Account 49K5 ANZ Family Guarantee Loan gt My resource sites fone User Example of a search on ANZ LVR policy FleaTS XX H EH X XI New I Sear Lead th List Archive Print Screen ANZ Broker Enquires 1800 812 785 5 Manuals Mortgages Discretionary Pricin 329KB Taror icy Matrix Short Form B BolicyManual 1 2ME Print Options Click to sort results by Time ANZ Everyday o Additional Commig ion on low igh value loans limited time ANZ Fulldoc Reviewed 05 04 2011 f Source Banking Update ANZ will pay additional Cb ssion ef out below on all loans originated by you and written by ANZ in accordance with your Originator Agreement on and from 1 May 2011 to 31 July 2011 inclusive ANZ s temporary additonal up front commission rate structure is as follows e Loans with LVR lt 75 and loan size gt 350K and lt 500
21. Home Loan B Orange Advantage A mav Package Product Premium Select Home Loan Offset Plus Simplicity Plus Orange Advantage Standard Variable Loan Lender and Product Costs Schedule Early Termination Fee AU This quotation is for National Finance Club to provide you with a Offset Plus product for The table below shows on the left hand side a list of costs associated with purchasing Your Loan has no early termination fee Loan Amt 351 303 352 488 351 189 350 462 349 890 m your Loan of 352 488 this loan amount includes a capitalised Lenders Mortgage Insurance your property and on the right hand side the expected source of funds inclusive of your Estimated LMI 6 303 7 488 6 189 5 462 4 890 portion of 7 488 loan required to complete your purchase Payments Print Cost Source Please Note Monthly Payment 52 325 2 378 2 336 2 329 52 318 Screen The Lenders Mortgage Insurance Amount s quoted are an estimate and may be subject to Wiew wad Loans Adjustment After NA NA NA NA NA change by the Lender Purchase Property V 385 000 00 The Offset Plus product fees are pending Lender review l Adjusted Payment NIA N A NA NA NIA p5 Application Fee Total Loan Value 352 488 00 7 F Taror There i lication fee charged by the lend Gove nt fi nd Application Fee None None None None None SLES ERSA ERCA EO i _ S sa Jonee yn investment eg fee on new mortgage 7 Monthly Fee ona Sous None Sows a B investment 1 Stamp Duty on Transfer of Land 18 170 00 Annual Fee None Non
22. Monthly Enter state where loan to be 19 Self employed yes or no State security located in Credit rating Enables more info if not Good 2 How is the security property used Savings period 13 Add or subtract loans Enter available funds for purchase Some types require a set combination I e Married Defacto 1 requires another applicant Married Defacto 2 10 Estimated value or contract price Enter all expenses 24 Required for servicing for some lender matches when loan is high LVR you can enter the annual figure and press F12 to convert to monthly Oualify your client Click the L 2 M ard button to progress to the client qualification screen Show Cost Schedule Show Matched Lenders mH YT You can elect to display a schedule of costs and funds reguired only lenders the client gualifies with or both by checking one or both boxes The system will default to both In the screen shot below you see the following 1 Cost schedule detailing all appropriate state government and lender and mortgage insurance costs Note LMI is stated as an average of all gualifying lenders at this time 2 Finds required by the client to complete the purchase plus a warning if there is a shortfall based on initial input 3 Lenders with whom the scenario qualifies ordered from left to right on maximum loan amount for that lender Use the horizontal scroll bar to slide through lenders out of view 4 You can ch
23. Your Campaign Preview Your email campaign will look like that shown below To change any details navigate back to a Previous screen _ Ganea Setup BODY_TEXT Broker Accreditations Add Remove Attachments tomise Exit Without Saving 3 Aug 2011 Copy Data Field Finally test and activate your campaign as previously described Ad hoc campaigns You can create ad hoc campaigns for one off or irregular events Again the process is very similar to the above instructions Firstly create your email as described above and select Ad hoc Generated from report as your campaign trigger Ensure that you test and then activate the campaign Enter the Reports section as previously described and run the appropriate report Then 1 Select the clients you wish to attach to the campaign select all or select individuals Click Attach Campaign from icons on left margin Select the appropriate campaign Preview and test the campaign Then click Attach Campaign to Leads ee i V05082011DH Page 34 Firstfolio Limited FLeaTS User Manual Uploading documents into FLeaTS FLeaTS provides the ability to upload signed loan applications NCCP and other supporting documentation and store it against a client s record This means that you can digitally store all client files in a safe and constantly backed up environment for later retrieval j FleaTS U A
24. _ Attach Campaign 2 J Select A Campaign You Wish to Attach p B Select Your Campaign Select your campaign f Please Select X Preview Campaign Test Campaign Number of Rows 778 View Detain Note Your emails will now begin going out to clients as they meet the criteria Creating your own email campaign The process for creating your own individual campaign is very similar to the above instructions with the exception that you have to enter your own text To avoid repetition this section will deal with the differences only ALLIE dead campaigns exchange Broker Reports Aare FleaTS gt R NW AW T RR A Te Ma nu a a e Diary New Prospect Start Your Campaign Create Email Campaign Time Off My Requests Contacts Log Copy Existing Campaign Copy Sample Campaign V05082011DH Page 33 Firstfolio Limited FLeaTS User Manual Refer to pages 27 and 28 as these processes are the same J FleaTs D S croc B Oeae A ce r ou Bu cr
25. an il Ooh anil yon pereonal data Wee mrnenmernd Thabl ynu Create new Contact Edit Contact undo Delete Done ade aur FHeiapbog OD byrr User Started Tue 02 Aug 2011 b FLeaTS g K E z a hi FR Tb ac FIrsTFOLIO WM 2 mp Diary New invoicing Submissions Search search Lender ust Products aar Se My Contacts The files that require backing up are listed on the reminder Of course it would be o prudent to take the opportunity to also back up your other data at the same time lt Instructions for backing up can be obtained by clicking on the b Instructions For creating a backup button a Clicking on the i button will close the reminder window o however no back up will have been performed Save Contact _ Cancel no save User Started Tue 02 Aug 2011 EFE Y GN HD CC HNN DD V05082011DH Page 64 Firstfolio Limited V05082011DH Page 65 Firstfolio Limited FLeaTS User Manual FLeaTS User Manual Reporting a problem Changes since publication If you think that the software is returning incorrect information you should report this Nil at this time via the Bug button This will generate an email to the Calculator Administrator These reports will be investigated as a priority and results of the investigation reported back to you V05082011DH Page 66 Firstfolio Limited V05082011DH Page 67 Firstfolio Limited
26. are conditionally approved Pre application submitted 3 your requirements Pee apii anapa 2S 10 Full application Self explanatory You should move all full approvals into this state submitted as soon as they are submitted 11 Full application Self explanatory You should move all Full approvals into this state approved as soon as they are unconditionally approved Full application submitted 12 Settled Self explanatory Please move all settled loans into this state as soon as you have confirmed that settlement has occurred Also please ensure that you have the loan amount entered correctly as these activities will help to ensure that commissions are paid correctly and on time Full application approved Lead status usage 13 Lead dead Self explanatory All leads to be made Dead must be moved to Inactive Lead Candidate for RM action approval Settled by lender Self built lead received Not ready yet Long Te Pre 4pp Lapsed Using the pre set lead states in the system helps to prioritise your clients as well as your follow up activities ew DO on tw Create a custom view In the table below is a list of all lead states along with their suggested usage Creating a custom view allows you to select the information you like to see It may 1 Lead received The initial lead state for a company generated lead These should not ee Ae be that you prefer to group one or more lead statuses into one view or you mig
27. going to another screen The lines on the graph show the total amount paid over the designated number of years Note Changing the term on the graph does not change the initial loan term It shows the amount of the loan including costs and interest paid over the time specified By clicking the icon you are able to change the graph view to the following V05082011DH Page 52 Firstfolio Limited FLeaTS User Manual Mr Phil Applesmith 5036264 Populate from Form No forms found Cope Show HLC comments 0 a a a pA Product Cost Comparison 4 Back Projection at year 30 NPWX amp i Lock projection ms a NM Loan Repayments Chart Amounts shown are the estimated remaining loan balance as at the end of each marked year EUH 347 621 GU Goa 1 H 352k boced 300k 240k Legend Bankwest Premium Select Home Loan P emium Select Home Loan Int F ate 6 95 Monthly Pmt 2 325 National Finance Club Offset Plus Int Rate 7 14 Monthly Pmt 2 378 TF ANZ Simplicity Plus Int Rate 7 0 Monthly Pmt 2 336 D ING Bank Orange Advantage Crange Advantage Int Rate 6 99 Monthly Pmt 2 329 Commonwealth MAV Package Standard Variable Loan Int Rate 6 96 Monthly Pmt 2 318 180k mnerrm 2rOr 120k 60k 0k 2 Loan Term Year Exit without saving Save Updates and Exit User Started Tue 02 Aug 2011 Instead of displaying total payments this gr
28. placed into your client database You will receive an alert via email and or SMS To view the Lead Sheet open the client record from the client list and click the icon V05082011DH Page 12 Firstfolio Limited FLeaTS User Manual The Lead Sheet Applicant Mrs Cash Flow Sol te to Tracking number 6018365 aaa Mrs Cash Flow personal details Application date whaw 1909 12 52 PM eChoice discussion Way 1909 01 05 Ph Email 2 Fax Address TBA BRISBANE OLD 4000 Work 000000 00000 Home 55555555 Mobile 0000 000 0000 Oecupation lvinagerial Yrs curr job 5 years Dependents O Credit history Good rs prev job Joint app Ma Self emp Mo Age bracket OK ta recond Yes Loan Information Froperty boc n QLOM4O00 6 Orig loan amt F00000 0 Repay approach Property value 300 000 00 Loan to value 72 73 Interest structure ariable Property type House THouse Apt Reptoinconme 0 00 Branch network Property use Investment Property Extra security 250 000 00 ATMYEFTFOS Const Renoy Extra sec debt 100 000 00 Internet access Important Buyer status Buying again Latest loan amt F300 000 00 Current loan Loan reason Raise cash Refinance Current rate Current debt 0 00 Income details Primary Oop Joint Sop Total Before Tax Monthly Wage Income 333 00 70 00 2 333 00 Before Tax Rental Income 70 00 370 00 0 00 Before Tax s from Other Sources TU 00 0 00 0 00 Total FS 333 00 0 00 333 00 Monthly Loan
29. prospect is going to become a client you should create a new client record np Click the ME icon You will be asked to save the current record B Loan Hatch Profile E Contact Mame Known ae Bob Prospect Bob Prospect Phone Mumber s Daytime poo0000000 Evening Mobile Email Address abcmnabe com au Contact Address eng Smith Street Sur Tan ABBEYARD WIC 3737 Motes Save Cancel Enter the details and Save You will then be presented with the screen below Enter the appropriate additional information and click Create new lead V05082011DH Page 59 Firstfolio Limited FLeaTS User Manual FleaTS FIFSTFOLIO Broker Aco archive Products Lead List Primary Applicant Title Mr X First name Address Home Phone Surname john Day Time Phone Known As john and mary Location Mobile Company Source Email DOB Please select Partner Id Ref Campaign V OK for marketing campaign Add Another Applicant duct Details Product Type Home Loan M Provider Select a Provider Loan Type Select loan type X Submitted Deal Number Settled Account Number Loan Amount s0 Application Name Commission Payment Details introducer Training User Broker DW0001 Training X Lead Source _ Direct Writer Self Referral M Download Referrer List Commission Member Name Upf
30. system generated files that reside on your own computer To ensure that you do not lose these in the event of loss or damage to your computer you should undertake a regular back up routine The FLeaTS system will remind you of this at various log on intervals by presenting the following screen To set the database up click the S icon rrsrrous EE 06 8 o e Lead Diary New New Invoicing Search Sear Lender tist Prospect Lead chive Aan Submissions list ar cri Finnis Backup nominia i Berai My Contacts g Name Association Company Phone Fax Mobile Email Address 1 Address 2 Suburb Town w SORT Jack Palance Solicitor _ Western Union Solictors 0266666666 TEXAS NSW 4385 F a Taror Albert Albertson Referrer XYZ Pty Ltd 0738925896 _albert albertson com au ac Ll el Wn er John Johnson Referrer ABC pty Ltd 0732799999 0412222222 john johnson com au y 1 lf TL Broker Plinaeo pnnuro ypu fin becked up your c rhi al data H your Pi or Lago g bygi ar t gien nr becomes Tae eee Mein Pou SY YY gae sore dall Yu thia DEH up POUT PE On anenulam nie AG OM uu Fial in CorKwrnod y0 red to Dian lae a miai gM cD CPi ana a aLraln N i Tmin kagai coin ame Pn Greig i 1 Tour Gall areal Teamet anet a maes eh bo amalia sont Pom Fleet 1 Figes un ET uir files 4 Faai unsaved commends Vie DO NOT Back Pep nionmma n ug Cai Cur Fei ToU She aio Backup nies pradai
31. 0000 Loan amount 330 000 00 Lender ING Bank Broker Loan purpose Purchase Comments New comments Find Broker 2 Eg E apace fo see ti select Reassign to Apply Cancel User Started Tue 02 Aug 2011 1 Enter a comment in the New comments field 2 Locate the loan writer by typing his her name in the Find broker box Options will be limited to brokers within your own brokerage 3 Click Apply 4 Exchange data Deactivating a lead When a client tells you they no longer want to proceed with you you can deactivate or make Dead the lead by clicking on the details in the next screen icon and completing the required Note Deactivated leads can be reactivated at any time V05082011DH Page 23 Firstfolio Limited FLeaTS User Manual Reactivating a lead If you need to reactivate a Dead lead you can do this by clicking the ES icon pi tteals E a rwm LLALL a a a Print Dead and Settled Leads Search Sree Tracking Id s Search Options Separate multiple tracking lds with a comme or space prcni Nemes Get associated parent children leads Use sign as wild card e g j smith returns ail smith s with j in first name Minimum value Max Lead down load count 100 v Maximum value Received date from Please select to Please select Next action date from Please select to Please select Last action date from Please select to Please select Settlement Month An
32. 11 11 42 AM Done Note This area of FLeaTS also contains all your settled loans Started Tue 02 Aug 2011 V05082011DH Page 24 Firstfolio Limited FLeaTS User Manual Importing your client database into FLeaTS If you have an existing client database that can be exported or converted to an Excel CSV file this can be imported into FLeaTS In doing this you need to be careful not to duplicate any records already in the FLeaTS system If you have settled files for which you are already being paid commissions via FLeaTS you should not import these 6 FLeaTS reditations Contacts A change vew setings Lead Stats x All leads seas Lead Company Applicant name Am unt Loan type Lead State Next Action Next Action Date v 25 leads in cache B Firstfolio Mr Phil Applesmith 0 000 Purchase Awaiting documents Call applicant 18 Mar 2010 09 15AM H Past settlement date 9 a Fit ratios io Mr Gary Cooper 0 000 Purchase Pre application approved fal applicant 13 May 2010 07 45AM S FLeaTS G Luc E0 xX yb Broker Report prospect ted YE sdi k products Accreditations Leads File to Upload Browse Get Template My Broker id s Lender Codes 7 N Upload Lead Details Iker Started Fri N5 Aun 2011 You may have more than one broker ID to accommodate more than one business type You should allocate the correct ID to each lead you are uploading to ensure corr
33. 411 235 954 Start Form Overwrite FLeaTS with Form data FLeaTS User Manual Save As Started Tue 02 Aug 2011 FLeaTS Mr Phil Applesmith 5036264 Populate From All Fieats Data Transaction Details w Client Details Personal Details Company Trust Dependants Credit History Annual Income Income and Employment Details w Statement of Position Assets and Liabilities Assets and Liabilities Contd w Your Loan Loan Features Loan Features Contd Establishing Clients Needs Statement Notes Exit Form without Saving Transaction Details Loan Purpose Purchase Property Purchase Price Estimated Purchase Costs Total Required for Property Purchase Separate Loans Loan 1 Loan 2 Loan 3 Loan 4 Total Loan Amounts Total Funds Reguired Less Own Funds Available Total Loan Amount Reguired Reference Note F existing values co Populate Overwrite FLeaTS with Form data Refinance Consolidation of Debts Existing Loan Balances Break Costs Other Purposes Total Refinance Consolodation Security Available Property 1 Property 2 Property 3 Total Security Value LVR Suggested LVR V05082011DH Page 62 Save As 4 Previous Started Tue 02 Aug Firstfolio Limited FLeaTS User Manual S FleaTS Phil Appiesmith 5036264 Populate Frorg All Fleats Data Transactign Details w Client Ditails Personal fetails Comp
34. 82011DH Page 44 Firstfolio Limited V05082011DH Page 45 Firstfolio Limited FLeaTS User Manual FIFSTFOLIO SGQ B8OHG8888282850088 nae pec Lead Prospects Find anything New Prospect Contact Name Know As Daytime Phone Evening Phone Mobile Email Address Suburb Last Note Last Update John Smith 0412234567 enmail email com Lead created from LOC 23 Mar 2011 adam adam n sn bigpond com lt lt Unable to send email 13 May 2010 john john and kim Lead created from LOC 30 Jun 2011 Laurie Macfee Lead created from LOC 29 Mar 2011 Nigel Nigel and Nikki nigel amp someonesemail c Lead created from LOC 23 Mar 2011 jehn john and mary Lead created from LOC 22 Mar 2011 Lead created from LOC 23 Mar 2011 Lead created from LOC 23 Mar 2011 Lead created from LOC 06 Apr 2011 Lead created from LOC 22 Jul 2011 Lead created from LOC 23 Mar 2011 Lead created from LOC 22 Mar 2011 Lead created from LOC 27 Jun 2011 Lead created from LOC 29 Mar 2011 Lead created from LOC 29 Mar 2011 Lead created from LOC 24 Mar 2011 Lead created from LOC 13 Apr 2011 Lead created from LOC 29 Mar 2011 Lead created from LOC 27 Mar 2011 russ me com Lead created from LOC 30 Mar 2011 Double click to edit Loan Match Edit Contact Details Delete Prospect _ res User Started Tue 02 Aug 2011 Pa x S
35. E ASS SEL Year 2 1 Year 3 700 New Rental Other Taxable inc nds Available Year 5 1 2 Year 3 1 000 Year 3 1 Year 4 350 Self Employed Perm Pension Non Taxable Inc Existind customer of None ee one SO En a 9 Age Family Assistance Super Payments 3 5M gt 3 5M 90 Time curr job Paid med Insurance Child Support 80 gt 750k 97 FHB SA Time prev job Company Car No Max OwnOc LYR 9096 HL upto 500K 95 lt 500k gt 1M 750K 70 gt 1 5M SA NT TAS e gt 1 5M 1 5M 80 HL upto 80 HL 500K 1M gt 500k 85 750k 85 LYR 90 gt 750k 65 LVR gt 750K 9096 9056 60 gt 3 5M 3 gt 3 5M gt 3 5M p 80 750k 97 SANT Ext without saving Max Inv LYR 95 lt 500k gt 1M gt 750K f Done User 70 gt 1 5M WA existing gt 1 5M gt 1 5M AN INY untn aN x Order By Best Rate z M Show loan costs Calculate Costs based on loan amount of 250000 Term maximum 7 Return to Loan Matching one User duser offline Whether accessing for an existing client or a new prospect the system works exactly the same from this screen onwards Refer to the next section for further details Accessing the loan matching system for a new prospect Click the Exe icon to open the New Prospect page This facility enables you to create a quick scenario without the need to create a whole client record New client records can be created from a scenario V050
36. K will receive an additional 5bps in addition to existing 5bps total 10bps and e Loans with lt 75 and loan size gt 500K and lt 2M will receive an additional 5bps in addition to existing 10 bps total 15bps Accordingly the total maximum up front commission possible for loans originated by you and written by ANZ during this period with be 72 5 bps O Home Loans in a Company Name LVR guidelines ANZ Full doc Reviewed 26 02 2011 Source Update Home Loans in a Company Name are restricted to the following LVRS e Existing ANZ customers 95 LMI premium can be capitalised up to a maximum of 97 e New ANZ customers 90 LMI premium can be capitalised up to a maximum of 92 NB The existing customer test relates to the Company not the Company Directors where the Company must have held a retail lending product for greater than 6 months with satisfactory credit history A retail lending product is defined as a home or residential investment loan including lines of credit small business loan credit card or overdraft facility Exit lt gt o My resource sites l one User Started Tue 02 Aug 2011 eeo anzlvr policy 1 v e Q o E A Started Tue 02 Aug 2011 Note All documents are date stamped You can use your scroll bar to scroll through all documents select what you want and print or save V05082011DH Page 38 Firstfolio Limited FLeaTS User Manual Invoicing and financial
37. Mr Peter Andronicos 5015087 updated ok 3 ction All leads 7 gt New spit Lead data exchange local time 28 07 2011 12 52 58 PM ction J Commission NRY PreApp approved a Appt Made Done User Started Tue 02 Aug 2011 Once logged on a dialog box will be displayed showing a history of the most recent Exchanges Additionally this dialog box will provide an alert if any Comparison Rate Schedules have been updated Click the Close button to exit the Dialog box V05082011DH Page 6 Firstfolio Limited FLeaTS User Manual Creating a new client j FLeaTS jesous ER 28 me a Be TELLER Search Search Broker Archive Lead List Accreditations FleaTS I aol fe it Detalls Eg Primary Applicant TAA Title Mr a y First name 0 sts sSSSCS Address q Home Phone ii O a PO Sumame Day Time Phone ll __ _ i Known As Location Mobile Company Source Email Partner Id Ref x Provider Select a Provider Loan Type Select loan type x Submitted Deal Number Settled Account Number Loan Amount s0 Application Name Payment Details Introducer Training User Broker DW0001 Training Download Referrer List Lead Source Direct Writer Self Referral Upfront Trail Bso 185 0
38. TS User Manual Invoicing and financial 39 Claiming your commissions 40 Draft Invoice 40 Final Invoice 40 Income forecast 41 Past invoices 41 Claiming exceptions 41 Creating and maintaining lender accreditations 42 Adding an accreditation 42 Editing and deleting lender accreditations 42 Loan Comparison Software and Product Information 43 Product matrix 44 Accessing the loan matching system from current record 45 Accessing the loan matching system for a new prospect 45 Oualify your client 48 Find the appropriate loan 49 What if scenario 53 Product features comparison 53 Provide your customer with a quotation 54 Amending a quote 56 Emailing the quotation and other information to your client 57 Printing your quotation and comparisons 58 Create new client from loan scenario and prospect 59 NCCP compliance 60 Forms 60 Client Needs Analysis Form CNA 60 National Finance Broking Agreement and Appointment to Act FBA 60 Accessing Forms 61 Create a contacts database 64 Backing up your records 65 Reporting a problem 66 Changes since publication 67 V05082011DH Page 2 Firstfolio Limited FLeaTS User Manual FLeaTS FLeaTS consists of several components including Client Relationship Management CRM Commission management and financial forecasting Sales and lead management and tracking Loan matching and comparison software Sa a T This manual is designed to provide you with an overview of the workings of the software and a guid
39. _Date ead_Pre_App Expiry _Date ead_Received_Date ead_Submitted_Date ead Settle Date Lead Channel Details ead_Company_Name ead_Company_Address ead_Company_Address_Line_1 ead_Company_Address_Suburb ead_Company_Address_Postcode ead_Company_Address_State Ue to MEE appiicant_Email_Address m a Look at this iJ Successfully sent test message dharris firstfolio com au 7 x Happy Anniversary E X lt https wwm echoice com au usermages mages Broker t Save Updates and Exit Exit Without Saving done User Please ensure that you review the email you receive prior to activating the campaign When satisfied that the email is correct click the Next button Started Wed 03 Aug 2011 Select Cancel Apply Changes V05082011DH O Firstfolio Limited V05082011DH Page 30 Firstfolio Limited Page 31 FLeaTS User Manual gj nes C I Campaign Setup eee eee M lect auto generation on mer ces E a Select auto tion on Customer Sour Layout y _ Customer Sources All Customer Sources Customise Email bi b GYN e auto generation on Lead Product Types Test Email Lead Product Types Home Loan Select auto generation on Funders Funders All Funders A The campaign will only be attached to a lead after it is moved to a campaign applicable lead state and is then exchanged 9 If you wish to add your camp
40. aign to leads that are already in a campaign applicable state then you can either do this manually from the edit lead screen or via the reports facility Exit Without Saving Started Wed 03 Aug 2011 Click Next j FLeaTS z Ae 2 i s PAS a O L 2 Diary new New Invoicng Submissions Search Search Now Praspect Lead List Archive Lead List ust Activate Your Campaign Campaign Setup Your campaign status is deactivated A Select Layout A Do not activate your campaign until you have done a test and you are totally sure that all the details are correct A campaign may be sent to customers as soon as it is activated Customise Email Test Email Activate Campaign Auto Lead Attach Exit Without Saving Z SaveUpdatesandbdt gt done User Started Wed 03 Aug 2011 You can now activate your campaign Warning Once activated the campaign will automatically attach to all customers who meet the campaign criteria in the future The activation does not activate retrospectively Attaching your campaign to existing clients As previously mentioned creating and activating a campaign does not automatically attach it to your current database retrospectively You can quickly and easily attach your entire database or selected clients to a campaign via the reports facility as follows V05082011DH Page 32 Firstfolio Limited FLeaTS User Manual Click on Reports from t
41. ange the loans that appear by selecting various tick boxes at the bottom of the screen Usually the default view is sufficient 5 You should note that other than determining maximum capacity for each lender no loan matching or ranking has taken place at this time 6 At this point you know that based on the information provided the scenario will gualify with a number of lenders V05082011DH Page 48 Firstfolio Limited FLeaTS User Manual Mr Phil Applesmith 5036264 Populate from Form No forms found x o Populate Show HLC Comments Lender Calculators 4 Back Forward ES O EE fed V Show Matched Lenders NATIONAL i i LIBERTY 6 FINANCE Cost Source z4 FINANCIAL ANZY e CLUB ING DIRECT SENSOR Securities and Loans 34 029 Purchase Property Value 385 000 00 Loan 345 000 Average LMI 5 970 350 970 95 Government fees and charges 19 344 smartPack Investment 1 Reg fee on new mortgage 102 40 Star Basic Home Loan Simplicity Plus Basic Mortgage Simplifier Back to Basics Investment 1 Stamp Duty on Transfer of Land 18 170 00 2 583 7 99 2 353 7 08 2 336 7 0 2 352 7 09 2 322 6 96 2 372 7 15 Investment 1 Reg Fee on Transfer of Land 1 071 90 Lender establishment fees 6 220 Nominal Lender Settlement Fee 250 00 Capitalised LMI Average 5 970 95 Other Costs 1 000 Conveyancing Costs 1 000 00 Loan To Value EBEA LoanTo Value EBA Loan To Value
42. any rust Dependarffs Credit Hislpry Annual Inflome Income ad Employment Details w Statemnt of Position Bssets soll Liabilities Assets anf Liabilities Contd w Your Lofn res Loan Featlires Contd Establishigg Clients Needs Statemei Notes X Overwrite existing values _ Transaction Details p Loan Purpose Purchase Property Purchase Price Estimated Purchase Costs Total Required for Property Purchase Separate Loans ni Loa2 Loan 3 Loan 4 aH o Populate Overwrite FLeaTS with Form data 4 Previous Next gt Refinance Consolidation of Debts Existing Loan Balances Break Costs Other Purposes Total Refinance Consolodation Security Available Property 1 Property 2 Property 3 Total Loan Total Funds Ri Less Own Fu Total Loan A Reference Note Save As O SaveUpdates Save Updates and Exit User Started Tue 02 Aug 2011 Note The process for completing all forms is the same V05082011DH Page 63 Firstfolio Limited FLeaTS User Manual FLeaTS User Manual Create a contacts database Backing up your records FLeaTS provides you with database to maintain all your business contacts Whilst most data is replicated on the server and therefore backed up daily there are o some
43. aph displays the expected loan balance at the various points in time The graph term can be advanced and contracted in the same manner as shown above What if scenario You can accommodate what if scenario requests in the line graph above for making additional payments lump sum payments or average offset balance Set the appropriate options as shown below in the Loan Preferences Screen Loan Term Maximum Wake extra monthly payments of 0 Average offset account balance will be TU 0 Make a Lump sum payment nf E E at Year wa Product features comparison Click the _ Ferward button from either graph V05082011DH Page 53 Firstfolio Limited EE Product Features Comparison Populate from Form No forms found FLeaTS User Manual Provide your customer with a quotation FLeaTS User Manual Quote page bj Fleats Se Mr Phil Applesmith 5036264 Qua show HLC Comments Populate from Form No forms found Oc Ea lm E2 E2 wf EB od Product Quotation 4 Back NATIONAL 8 Lender i FINANCE BankWest PINAN ANz lt ING Si DIRECT Loan Details Product Quotation for C rmznr aus J Reference 5036264 Date Tue 02 08 2011 at 03 37 PM aj Package EB Premium Select
44. ate Please select inclusive Run Campaign Until Please select inclusive t a UU tet Fn Go Gi or erie Re send campaign 0 times with a gap of 0 days between each one BH ah onnanentuswnugvananauswsusunnnane sys dua it E PEE PEE peer PDF FE UD DD DH ED pepe no Description ends an email 45 days prior to the expiry da Next Exit Without Saving Fash Campan History Edt campagn User Started Tue 02 Aug 2011 amm Establishing your own email style Here you can select a style for your emails for each campaign Pre formatted styles range from basic email appearance No Style through to a range of header and footer positions Once you select your preferred style below you can then replace the headers footers and signatures with your own Start Your Campaign Create Email Campaign Copy Existing Campaign NN NR SEY NN Copy Sample Campaign Cancel Select Your Campaign Look and Feel Select the layout you wish your email to look like Select No Style to have a free form email General Style 6 General Style 7 General Style 8 bloom B Start Your Campaign Campaigns Description Sends an email 45 days prior to the expiry date of fixed rate loans a Sample Campaigns a PreApp Approved Chase up Email Preview Pre approval First Anniversary Customer Not Ready Yet est test ad hoc 2nd Anniversary Email Happy Birthday Fixed Rate Expiry
45. ation y Location y Locatio Lender Accred Accreditation Details Status Status date Adelaide Bank Firstfolio 14111111114 Accepted _ 24109 2010 _ AFE Home Loans eChoice WA Brokers 999999 Notes Accepted 22 03 2011 a eee aoe AMP 1234567890 Sta enon Accepted 2670512010 ANZ 1290 122 Accepted 15703 2010 BankWest bk12345678 Enter accreditation code Accepted 15 03 2010 Citibank P15C35 Accepted 15 03 2010 Commonwealth Bank CF1234 Accepted L Heritage Building Society 12345 Enter Company Code Accepted Homeside 10000 rpied ING Bank 1234567 acestea T Gray a cryg ri arom m Liberty Financial a 12345 ___ Enter comment required red missing d Accepted National Finance Club Advantedge ___ 123321214 Se 5 a Accepted a a i Z a National Finance Club Firstmac 12321121 Accepted Fl View Match Log National Finance Club ING 446544564 Accepted e New Loan First Folio 123456 Accepted Pepper Home Loans 123456 gt Accepted Exit without saving Save Updates and Exit i St George 6171 61633 FEED YNA ti Accepted User Started Tue 02 Aug 2011 Suncorp 128123 Please Select M __JAecepted WDirect Firstfolio 222222222 Accepted Westpac ows 123456 Select e date Accepted Xpk IN 1111111 Accepted Cancel Add accreditation Edit Accreditation Remove ac itations C Save Updates and Ext Exit without saving J Editing and deleting lende
46. commissions Note If your client s loan settled before claiming your commission please refer to Creating a new client on page 7 By changing an existing client status to Settled by Lender your lead is now in a condition to enable payment of commissions You don t need to do anything else gt FLeaTS MM AX N R E A A N AN H H H5l cr nder id i dn id i i dd Tracking Id 5013965 Mr Alan Affordability known as Alan 1 Smith St SOUTH BRISBANE BC 4101 OLD 5555 5555 H 00 0000 DD000 W 0000 000 0000 M alanafford optuspon Current Action Support Followup July 18 2011 09 00 AM Product type Home Loan Lead priority Low Prospect Office File Location Loan Amt 100 000 Finance due date Please select Loan purpose Purchase Lead History Verified Documents Lender Details Campaigns bende ING Bank Submission Date Approval Date Pre App Expiry Di Wed 27 May 2009 Tue 01 March 2011 Mon 30 May 201 Fri 01 April 2011 ING 9 DIRECT Full App verified 27 May 2009 100000 Approval verified 01 Mar 2011 100000 Submitted Deal Number 23456 Settled Loan Account Number 123456 Name s on Applicatl n Product Mortgage Simplifier HL gt 1M gt 80 Package Not Applicable Select Comment Please select Lead State Full application approved aa Next Action Support Followup Next Action Date _ Plea
47. d optuspond com 330 000 Purchase Full application apprfved Check settlement 19 Mar 2011 09 15AM Mm Firstfolio Mr Peter Andronicos 5015087 dharris firstfolio com au 100 000 Purchase Awaiting document Collect documents 22 Mar 2011 09 00AM E Firstfolio Mr Jim Bond 5017628 jewens email com au 250 000 Purchase Full application sybmitted Check approval 23 Mar 2011 10 00AM yw Club Financia Mr Peter Club 5032273 350 000 Purchase Appointment m 28 Jun 2011 08 00AM i ms Mr Linda Cooper 5016308 Icooper 123 com 100 000 Purchase Appointment fade Meet applicant 28 Jun 2011 05 15PM chung y Firstfolio dia Bishopson 300 000 Purchase Awaiting Cuftomer Decision Call applicant 29 Jun 2011 10 15AM Appointment made 2 Firstfolio Mr Adam J 300 000 Purchase Awaiting ents Call applicant 06 Jul 2011 10 00AM uy Awaiting Customer Dec 1 DD Firstfolio Mr John Euings 300 000 Purchase Full application approved Support Followup _ 07 Jul 2011 09 00AM _ eS Se 4 training Mr Phil Applesmith 250 000 Purchase Awaiting documents 09 Jul 2011 02 29AM Se cea SE o E Firstfolio Mr Alan Affordability 100 000 Purchase Full application approved Support Followup _ 18 Jul 2011 09 00AM amp Full application approved 3 Hi Training Adam Jones 750 000 Purchase Pre application approved No Action Settled by lender 3 Training Philippa Jamieson 650 000 Purchase Full application submitted No Action H Training Mary Johnson 500 000 Purchase Full application submitted No Action Fir
48. date Lead priority Id AddiRemowe fields Order By Next action date a ascending NRY Prepp approved Current This button enables you to select the lead statuses that will be shown in this view You need to give the view a name and then you can save the view This button enables you to select the information that you see in the client list When you have created your preferred views they can be selected by clicking on the appropriate button These are located at the bottom left of the Client List V05082011DH Page 16 Firstfolio Limited FLeaTS User Manual Sending an email from FLeaTS FLeaTS has the ability to send emails either to individual clients or to a group of clients The advantage of emailing from FLeaTS is that all your outbound emails are recorded in the client history Note FLeaTS cannot receive emails Replies to your FLeaTS emails will go to your normal email address and can the copied and pasted into FLeaTS Sending an email to a single client You can highlight the client in the client list or open the client record and then click 2 send the EM icon Mr Adam Jones 1 Smith Street SMITHFIELD 4878 OLD 0411 111 1111 M email email com email To Adam Jones The next action date for this lead will be Subject Firstfolio Home loan Application Ref 5020736 V Send a copy to me Please select Select email Recipient s x 2 E Source Lead C
49. e None 199 350 Monthly Payments Investment 1 Reg Fee on Transfer of Land 1 071 90 Estimated ts rh The initial monthly repayment amount for the Loan will be 2 378 Short Term 139 586 143 854 140 188 140 971 141 006 as ynau Lender establishment fees Medium Term 279 113 286 555 280 376 281 723 261 862 Ai i FER Lender seliement Fee Ae long Term 837 220 S857 358 841 128 5844731 5845 286 repayment amounts have been calcu ased on a term of 30 years Settlement Admin Fee 165 00 Rates Valuation Fee 237 00 9 Lenders Mortgage Insurance 7 488 00 Please Note All non fxed rate repayment amounts listed are subject to non discretionai initial Rate 6 95 7 14 7 0 6 99 6 96 boned aces xy i Loan Valsation Fee 237 00 Initial Rate For N A NA N A WA N A Loan Legal Fees 440 00 Subsequent Rate NIA NA NWA WA WA gt Monthly Fee Other Costs Comparison Rate Features There is no ongoing monthly fee charged by the lender Conveyancing Costs 1 000 00 Portability x v v v v Funds to complete Offset Account v v x v v Kyn gg Initial funds reguired from you 61 498 30 Split Loan Facility x v v v v Package Facility x x x x v There is no ongoing annual fee charged by the lender Total 413 996 30 413 986 30 Redraw Allowed v v v v v 5 Other lt a i NENN Y r Early Payout Penalty No No No No No Delete this Quotation Atter Costs Schedule Offset Acct Fee None None None None None Redraw Fee None None None None None Exit without saving Se
50. e Settled by lender No Action g Training Jack Jackson 5036810 email amp email22 com au 499 000 Purchase Full application submitted No Action nm Training James O Hara 5036811 mail100 mail com au 465 000 Purchase Full application submitted No Action Farm sar Bl training Paul Smith 5035395 mail mail com 450 000 Purchase Full application submitted No Action a Firstfolio Mr Denis Jones 5021049 denis amp hot com au 400 000 Purchase Settled by lender No Action a m Firstfolio Mr Frank Davis 5013864 fd mail net au 250 000 Purchase Settled by lender No Action i Allleads 7 Create screen i Training Jonathon Smith 5035390 smith smith com 250 000 Purchase Full application submitted No Action New fu PJ aa mr Submissions E Training Philippa Jamieson 5036809 email22 email com au 200 000 Purchase Full application submitted No Action B Last comments Commission cl Boker NRY PreApp approved Full Approvals Appt Made r User Started Tue 02 Aug 2011 Note The 2 column of icons is only visible when you place your curser in the first column This is the main screen and contains a listing of all your active clients and their current status Opening editing and updating a client record Select your client from the list and double click to open the record Tip 1 Holding your curser over an icon will open a box explaining what the icon is for Tip 2 To copy and paste to or from any part of the system use the followi
51. e as to how to get the best out of it FLeaTS if used to its maximum will provide you with tools that will help you to improve your business Installing FLeaTS Once you have been provided with your user ID and password you can install FLeaTS onto your computer There is no limit to the number of computers you can install the system on however if using multiple computers you will need to ensure that you Exchange your data both before leaving one computer and again before starting work on another You can install the system from the following website http Www echoice com au fleats Full instructions for the installation are contained on the web page You can also install the add on link to the Pisces online lodgement system from this page However prior to doing so you should ensure that you have the necessary permission to do so and also that you are aware of the ongoing costs associated with this facility if any V05082011DH Page 3 Firstfolio Limited FLeaTS User Manual Where to get help A complete manual for both FLeaTS and Pisces Electronic Lodgement is available for download from the Firstfolio website at http www firstfolio com au aeeregation aeeregation firstfolio one system Additional assistance is available from For help with system use e Email fleats support Ofirstfolio com au Broker Help Line 1300 883480 System Bug Button from within FLeaTS e Pisces Help 1300 135 970 For onlin
52. e lodgements only For issues relating to accessing Pisces from FLeaTS please use one of the above contacts V05082011DH Page 4 O Firstfolio Limited FLeaTS User Manual Logging on and changing your password CETME FIFSTFOLIO xX BankWest HRR c t bank Collins Commonwealth sss y s Heritage Pasikine Society Ab E HOMESIDE ING 8 DIRECT __ ed User 77 Note If you are working offline you need to click the werkoffine button instead of the Exchange button Tip 3 unsuccessful attempts to log in will cause your access to be frozen If this occurs you need to contact your administrator to unlock your account V05082011DH Page 5 Firstfolio Limited FLeaTS User Manual FLeaTS FIFSTFOLIO User Id BankWest yN c t bank Collins Commemweadth ig a Heritage LJeritage wiy Password Load single Lead with Tracking Ia Exchange M doMESIDE ING Se DIRECT y When logging on at a clients home it is preferable to also enter that customer s lead number and click onl Werkoffine By doing this you avoid displaying your entire client listing The only customer displayed will be the one you have selected gt Ses FEBSOBEGGSBSBBERBER08BB i dave ead SS eet omas te Ang ce oker Change view settings Lead Stats X a zl e Lead Exchange Status SF ioads is cathe tel Next Action Next
53. e statistics which are shown at the left side of 7 Awaiting documents A loan application has been completed with the customer but we are your client list tell you how many active leads you awaiting some or all supporting documents For a phone appointment have in your database how many are overdue for the product and lender has been chosen but we are awaiting receipt of action and a break down summary of the various the signed application and supporting documents Leads will remain in this state until the signed application and supporting documentation has lead statuses been received and submitted to the lender Alternatively the next states would be By Lead State See Appendix 1 for a list of lead states and their e Not ready yet customer has delayed or cannot proceed for recommended usage more than 60 days Lead dead Customer has decided not to proceed Full details Request review New lead candidate Lead received Contact made ired in FLeaTS You are able to sort your client list simply by reguired in FLea clicking on the top of the column you wish to sort Appointment made Pre application Self explanatory You should move all Pre approvals into this state by submitted as soon as they are submitted Awaiting Customer Dec Mot ready yet Customer 28 Alt el t t t Pre application Self explanatory You should move all Per approvals into this state Awaiting documents 5 EM a A nie MOE eae ener approved as soon as they
54. ect commission payment structures etc The download template When you click on Get Template you ll be asked to name and save the file You should ensure that you save it into a location that you can easily recall The template is a simple spreadsheet with columns from A through to AQ to accommodate all FLeaTS fields Not all are mandatory however It is important that you do not change the order of the columns nor the column headings as these are how the system recognises where the data is to be held in FLeaTS V05082011DH Page 25 Firstfolio Limited FLeaTS User Manual Ta ld man lead_upload_template Microsoft Exc ll Gri ay Home Insert Page Layout Formulas Data Review View x ge cut ryg si tl R7 p Hi WED ms pr AutoSum Y iis f Gi as Calibri 11 Aa E Wrap Text General Ei a4 if A a ne 2 ga Paste BL i n E E BS SEB Ad Merge acenter s 3299 Conditional Format Cell Insert Delete Format Sort amp Find amp J Format Painter UiA E S Mero gt 90 gt 9 Formatting as Table Styles lt 2 Clear Filter Select Clipboard ip Font fa Alignment fy Number 5 Styles Cells Editing A1 X Co Applicant_1_Company_Name SA N ae D E F G H I J K L M N o p a R s T U A licantlApplicant Applicant Applicant Applicant Applicant Applicant Applicant Applicant Applicant Applicant Applicant Applicant Applicant Applicant Applicant Applicant Applicant Appl
55. es as often as possible to avoid accidental loss of work To exchange click the icon This will save your work to your own computer plus the main server At the same time your system will be updated with any changes on the server Creating a split lead Click on the Bed icon as per item 7 above and enter the reguired information regarding the loan split You will not need to re enter customer information Remember to adjust your loan amounts so all splits add up to the total loan Editing Client contact details g Open the client record from the Client List and click the Eicon This will take you to the Edit screen V05082011DH Page 10 Firstfolio Limited FLeaTS User Manual FLeaTS 7 fa z ia 7 Ltn FIFSTFOLIO i A al v 88 ty 7 Search search Lender y Broker r Adam Jones known as Adam FIEL 4878 OLD 0411 111 1111 M email email com email Primary Applicant Title Mr First name Adam Home Phone Surname Jones Known As fadam Location SMITHFIELD QLD 4878 Day Time Phone Mobile 04111111111 Company Source Radio Emai email amp email com DOB Please select Partner ld Ref Campaign _ OK for marketing campaign Other Details Post Settlement Address Complaint Post Settlem Copy from current address Street addr 1 Street addr 2 Location Save Updates and Exit Exit without saving
56. essary a V05082011DH Page 8 Firstfolio Limited FLeaTS User Manual CO ae Change view settings E Edtappicart Deactivate Lead Stats X All leads leads Details Lead 5 oo _ lt gt ar ON y PNE RANEA Lead Company Applicant name ID Email Amount Loan type Lead State Next Action Next Action Date v fg DD Firstfolio Mr Phil Applesmith 5017133 phil amp isp com au 200 000 Purchase Awaiting documents Call applicant 18 Mar 2010 09 15AM Firstfolio Mr Gary Cooper 5018737 gary amp isp com au 100 000 Purchase Pre application approved Call applicant 13 May 2010 07 45AM Send Reassien Past settlement date 9 Emal Lead Firstfolio Mr Gary Cooper 5014080 gary isp com au 800 000 Purchase Pre application approved Call applicant 13 May 2010 07 45AM a Pastnextactiondate ii a i s eChoice FCCC Mr david Harris Test 5024517 100 000 Purchase Full application submitted 28 Aug 2010 03 26AM torn a Modified by Admin 2 Firstfolio Mr Alan Affordability 6018366 alanafford optuspond com 330 000 Purchase Full application approved Check settlement 19 Mar 2011 09 15AM jan Lead cu mM Firstfolio Mr Peter Andronicos 5015087 dharris firstfolio com au 100 000 Purchase Awaiting documents Collect documents 22 Mar 2011 09 00AM Mm Firstfolio Mr Jim Bond 5017628 jewens email com au 250 000 Purchase Full application submitted Check approval 23 Mar 2011 10 00AM B 2 J Club Financia Mr Peter Club 5032273 350 000 Purchase Appointmen
57. expiry of a fixed rate presents a perfe opportunity to reassess yo our needs when I assist emain available to assi may find he years Whilst it was the loan that most suit like to take this opportunity to remind you that Free review of current loan to ensure that it ains as competi Assistance in arranging an increase in your cUNgent loan facilitie that well deserved holiday Arranging loans for the purchase of investment proNerties using the equity in your current property l A wide range of personal loan car and equipment leaNing and insurance products If you would like assistance with our range of financial services or free to call me on the number below or drop me an email look forward to once again assisting you to achieve your financial goals aNg of course would welcome the opportunity relatives or workmates in any of my services Kind Regards Broker_Full_Name Broker_Mobile Broker_Email Copy Data Field mo gt en if you simply wish to check that your current loang Applicant_First_Name Applicant_Full_Name_Titleless Applicant_Full_Name Broker Details Broker_Full_Name Broker_Company Broker_Address Broker_ABN Broker_Mobile Broker_Work_Phone Broker_Fax Broker_Email Lead Details ead_Lender_Name ead_Loan_App_Name ead_Loan_Amount ead_Product_Type ead Tracking_Id Lead Dates ead_Bank_Approved_Date ead_Finance_Due_Date ead_Fixed_Rate_Expiry_Date ead_Made_Dead
58. he top menu and select the report with the appropriate customers for your campaign FLeaTS en i beb J FISTFOLIO 1 2 mi E Exchange Lead Diary New New Invaidng Submissions Now List Praspect Lead List 4 EE th Search Lender Lead List Products Aom Sear Archive ay Report Generation Croker Al setted Leads R Search report Search At Gear Search Select Al Select None TKJjd Sb Broker Applicant bown as ind SetAmt Set lead Addrl Addr Sxrb St o ymu ar k J a W ynu 4 PF ry sw z ee 5 en gt a at oes y A lt Pb 4 f sy A s A
59. hlighted by clicking on the first one and then while holding down the Shift key use the down arrow until you have highlighted all the clients to receive the email 2 lead Broker Acrreditations A A AN Nl O O a Se ores yn eu List Change view settings Lead Stats x All leads leads gQ ee decade le cathe Lead Company Applicant name ID Email Amount Loan type Lead State Next Action Next Action Date v Al E Firstfotio Mr Phil Applesmith _ _5017133_phil isp com au 200 000 Purchase Awaiting documents Call applicant 18 Mar 2010 09 15AM dd Brest settiement date 9 E Firstfolio Mr Gary Cooper 5018737 gary isp com au 100 000 Purchase Pre application approved Call applicant 13 May 2010 07 45AM Emai JBfpast next action date 11 Firstfolio _ Mr Gary Cooper 5014080 gary isp com au 800 000 Purchase Pre application approved Call applicant 13 May 2010 07 45AM Modified by Admin gt Ml echoice Fccc_Mr david Harris Test 5024517 100 000 Purchase Ful application submitted __ _ 28 Aug 2010 03 26AM E _Firstfolio Mr Alan Affordability 6018366 alanafford optuspond com 330 000 Purchase Full application approved Check settlement 19 Mar 2011 09 15AM _ esd mw Firstfolio Mr Peter Andronicos _ 5015087 dharris firstfolio com au 100 000 Purchase Awaiting documents Collect documents 22 Mar 2011 09 00AM __ Wl Firstfolio Mr JimBond 5017628 jewens email com au 250 000 Purchase Full application submitted Check ap
60. ht remain in this state beyond the initial contact All new company f i generated and issued leads should be contacted within two hours of prefer to change the information you see in the client list receipt 2 Self built lead This is the initial lead state for new clients that you set up in the system received Changs view settings To create your custom view click on the Change view settings button 3 Contact made Contact made should only be used as a transient state after Lead received Itis expected that a lead will only remain in this state for up to one week except in unusual circumstances Examples of when to use this state are customer asks you to call back to make appointment customer says they ll call you back etc V05082011DH Page 14 Firstfolio Limited V05082011DH Page 15 Firstfolio Limited FLeaTS User Manual Set Lead list view All leads Submissions Lead List wiew view Mame Current Change the view name to create a new view M Set as default view m Fleats Classic View Dark Line Color Light Lime Color This views iz for lead states views applies to all lead states Appointment made gt Awaiting Customer Decision Awaiting documents Contact made AddPemave lead states View leads of product type al product types a Viewable Fields Lead Update Status Applicant name borrower Lead s tracking id Current lead state Next action Next action
61. icant Applicant Applic 2 3 4 EOF 5 6 7 Enter your client data in each row column either individually or by copying columns in another spreadsheet and pasting into the appropriate column in the template taking care that all rows line up correctly Note 1 You will need to allocate a Lead State Column AG for each record These are entered as a numeric field FLeaTS support Ofirstfolio com au can assist with this information 2 Ensure you use the correct lender codes where appropriate for column X Finally save and close the file S FleaTS N n gan i ib g m FIrsTFOLIO a Ly di if Exchange Lead Diary New New Invoidng Submissions Search Search Lender Braker Now Ust Praspect lead List Archive Lead List Products Accreditations Upload Leads Print sawa File to Upload Browse Get Template My Broker Id s Lender Codes a yn Screen Ta POF Upload Lead Details lice V05082011DH Page 26 Firstfolio Limited FLeaTS User Manual Reports The reports functionality allows brokers to run various pre set reports on their business Additional reports will be added based on requests from brokers and demand HN FLeaTS Report Generation ALL Broker Active Loan Book Shows
62. in about six weeks This means that you will shortly receive a letter from Lead_Lender_Name erio of your loan These will include re fixing your loan at the current rates allowing the loan to revert to the Large Company Logo logo at bottom right logo at very bottom left op and small 7 m sess your current loan to ensure that it will continue to meet your needs in the coming years Whilst it was the gnise that peoples needs and priorities change over time so I would like to take this opportunity to remind y find helpful These include Imaged Signature Style 1 Imaged Signature Style 2 Imaged Signature Style 3 bloom it was when I arranged it for you y be for renovations or additions to your house purchase of a new car or that well deserved es using the equity i g Win your current property e A wide range of personal loan car and equipment leasing and insurance ducts Previous Next If you would like assistance with our range of financial services or even if you si on the number below or drop me an email wish to check that your current loan is still the most suitable please feel free to call me Exit Without Saving Started Tue 02 Aug 2011 conc V05082011DH Page 28 Firstfolio Limited V05082011DH Page 29 Firstfolio Limited FLeaTS User Manual b FLeaTS New New Invoing Submissions Praspect sad ust search ar Your Campaign Preview Your email campaign will look like
63. k Discounted Jariable Basic Home Loan Basic Home Loan Mortgage Simplifier Flexi Fit 2 RREN ty avers 4 T on T Purpose Property Use Amount RefiAmt Cash Amt Location Ownership Security Type Holding Value Property Use Location 4 59 lt 150k construction ng Aga investment 345 000 0 0 I VIC 50 50 House amp Land Airchasing 385 000 investment Interest Rate a 4 99 gt 150K construction gt 15 s 53 4 84 HL gen savings SES um Iny gen savings 600k ge a cm nc Applicant 1 Monthly Income Ongoing Monthly Financial Status Gross Salary 11 666 66 Overtime S0 PersonalLoans Credit Rating Good Jarried Def Partner 1 Rental Income 1 600 Alowances 50 Child Maintenance Savings period 8 mths No Dependants New Rental S0 Other Taxable Inc 0 Ongoing Rent Funds Available 60 000 Self Employed No Perm Pension s0 Non Taxable inc s0 Other Existing customer of None Age D Family Assistance 0 Super Payments 50 Credit card limit 10 000 Time curr job Paid med Insurance No Child Support S0 HECSIHELP Debt _ No Lender Legal Fees Time prev job Company Car Monthly Fees Applicant 2 Monthly Income Financial Status 36 of Loan Amount Flat Fee 95 of Loan Amount Flat Fee hiy l Year 1 2 Year 1 1 000 Veer 21 Year 1 1 400 Gross Salary Overtime Credit Rating Good Exit Fees Calculated by Lender year 3e ati Uk P Year 2 1 050 Part Rental Income Allowances Savings period Wear 12 ME
64. lection BWE NFCF ANZ ING CBA a User Started Tue 02 Aug 2011 Quotation Required x x x x x Note For best results print the quote to pdf prior to printing or emailing You can do Ext winou saving User Started Tue 02 Aug 2011 On the bottom line click on the red cross for all loans you wish to provide a quote for The cross will turn into a green tick Alternatively click the __Select Al For Quotation button to provide a quote for all displayed lender products Click the _ Ferward button V05082011DH Page 54 Firstfolio Limited V05082011DH Page 55 Firstfolio Limited FLeaTS User Manual Amending a guote Click the Alter Coste Schedule button B lter Costs Schedule Loan Costs Edit Cost SOUrCE Securities and Loans 276 971 Purchase Property Value 300 000 00 Total Loan value 273 025 00 Government fees and charges 17 298 Residence 1 Reg fee on new mortgage 95 10 Residence 1 Stamp Duty on Transfer of Land B11 370 00 Residence 1 Reg Fee on Transfer of Land 3933 00 Lender establishment fees 3 504 Lenders Legal Fee 330 00 Settlement Fee 75 00 Valuation Fee 70 00 Lenders Mortgage Insurance 3 029 00 Other Costs 1 000 Conveyancing Costs 1 000 00 Funds to complete 43 773 First Home Buyers grant 14 000 00 First Home Bonus 3 000 00 Initial funds required from you 26 T1 Total 316 602 10 316 802 10 Click on the cost you wish to alter marked in blue een the tost
65. n in this way 1 Click the _ Select Al button or click on individual loans you wish to rank 2 Click the Ferward button Any displayed product can be excluded by highlighting it and clicking the Exclude product button This will cause the system to do a new lender match without the excluded product V05082011DH Page 51 Firstfolio Limited FLeaTS User Manual Populate from Form No forms found HLC Comments ona Ge Ea B amp B Product Cost Comparison Projection at year 30 NPW lt aw Lock projection ma i N Accumulated Payments Principle fees and interest Projection Amounts shown are an estimated running totaNa costs as st the end of each marked year The monthly loan repayment amount is shown in brackets at year 1 and at years when it changes 857 358 680k 510k ANON eprO T 340k 170k 56 520 23 month Ye 0k Eg p ING 9 DIRECT BankWest W Exit without saving These loans are ranked by total cost principal interest and fees payable The graph will default to the full loan term but this can be changed Clicking the N button or PP button will reduce or increase the graph term by five years The T P buttons will reduce or increase the graph by year increments You can lock the projection in place by ticking the Lock Projection box Leaving the box unticked will return the graph to the maximum term each time you return to it after
66. name and save it for future use Save Template Email Enter new name of the Standard Template of Select Standard Template you wish to u Create a new Email Template Select Template X z Use Ctri Z to Undo Ctri Y to Redo Ctrl X to cut Ctri C to co Save as Draft Save for Exchange Delet Save this email as a Template View My Templates Instructions are in the image above V05082011DH Page 20 Firstfolio Limited FLeaTS User Manual croc BEOSGOmBEODBDDEBEDODEOBOD OD Em m e o rt tM a Exchange Broker Report Now Acc ABug Mr Alan Affordability 25 TBA Street BRISBANE 4000 OLD 5555 5555 H 00 0000 00000 W 0000 000 0000 M alanafford optuspond com email To Alan Affordability The next action date for this lead will be Subject Firstfolio Home loan Application Ref 6018366 7 Send a copy to me Please select P rm Select Template b4 E Use Ctri Z to Undo Ctri Y to Redo Ctri X to cut Ctrl C to copy Ctri V to paste Add Attachment netetat CD O a y mes View My Templates E User Started Tue 02 Aug 2011 1 Click on the Select template drop down 2 Select your template 3 Click the arrow to bring up the selected email View My Templates Save this email as a Template b Fleats croc BBDSGOEEGODBO i a O Re acca a a Submissions Search List
67. ng key strokes Copy Ctrl C Paste Ctrl V Cut Ctrl X Tip 3 If you are doing a split loan for a client remember to create the split lead in FLeaTS See item 7 below V05082011DH Page 9 Firstfolio Limited FLeaTS User Manual FLeaTS TH XT Tab 6 ty ai o Se o E E N NW GS acking Id 5020736 Ada one O as Ada Smiti tr SMI IELD 879 O email email co ema Details Current State Awaiting documents Current Action Call applicant July 06 2011 Zi Product fjpe Home Loan leadprority 4 ec Office Fie Location in Amt 300 000 ance due date Please select Loan purpose Purchase Y Lead History Verified Documents Lender Details Campaigns shew vain ym Date Lead State Comment E aa Thu 06 May 10 Appointment lt lt Email sent to email amp email com gt gt traininguser Mc made fheifj ef kfakd wy Wed 05 May 10 Appointment sad traininguser made MM Thu 22 Apr 10 Appointm inguser mad amp Thu 22 Apr 10 intmi inguser Doa made a gt nter Comment bd t crea R gt Lead State Awaiting documents X Next Action Call applicant Please select Exit without saving Save Updates and Exit Done Started Tue 02 Aug 2011 Tip You should exchange your updat
68. nt and Appointment to Act FBA The FBA is the disclosure document that will be required under the Act from 1 January 2001 except for NSW where that state s legislation still reguires this V05082011DH Page 60 Firstfolio Limited FLeaTS User Manual document In the interests of uniformity and full disclosure Firstfolio reguires that Authorised Credit Representatives use this form in all cases regardless of state It is also strongly recommended that holders of their own Australian Credit licence also use the form regardless of state Accessing Forms Ta ARG GE W E A YE Bat AE eons lt A BI My Lead Stats x All leads leads 25 loaa tncache Lead Company Applicant name ID Email Amount Loan type Lead State Next Action Next Action Date v wa DD Firstfolio Mr Phil Applesmith 5017133 phil isp com au 200 000 Purchase Awaiting documents Call applicant 18 Mar 2010 09 15AM pant netllewient date 9 DD Firstfolio Mr Gary Cooper 5018737 gary isp com au 100 000 Purchase Pre application approved Call applicant 13 May 2010 07 454M Ba toa eee 10 DD Firstfolio Mr Gary Cooper 5014080 gary isp com au 800 000 Purchase Pre application approvi Call applicant 13 May 2010 07 45AM Modified by Admin 2 eChoice FCCC Mr david Harris Test 5024517 100 000 Purchase Full application submity d 28 Aug 2010 03 26AM nge read 1 DD Firstfolio Mr Alan Affordability 6018366 alanaffor
69. on All lender changes are uploaded to BloomSEARCH within 24 hours of notification most with 4 hours In addition to new updates received all historical information is retained and remains available to view save or print To access BloomSEARCH click the icon from within FLeaTS FleaTS z Exchange Lead Diary New New Invoicng Submissions Search Search ender Now List Prospect Lead List Archive Lead List Products 2 Broker Accreditations connect share thrive How to Search or forms spreadsheets tables calculators rates checklists just type a lenders ame and hit Enter it s that easy My resource sites User Started Tue 02 Aug 2011 Tips 1 Do not make your search too narrow e g 52 Hectares Just hectares will give better results as it is unlikely that any lender policy refers directly to 52 hectares 2 Searching on say ANZ will give results on all matters relating to ANZ whereas discharge ANZ will provide results relating to ANZ discharge policy procedures forms etc V05082011DH Page 37 Firstfolio Limited Example of a search on ANZ gt R A R foie cee Mandi ace O iim Produ New aspect Archive Lead List Products cobloom a connect share thrive FLeaTS User Manual Broker Enquires 1800 812 785 More contacts Lender Updates If it s not on the Everyday Page just do another search Brochures Brochure Break Costs Credit
70. ontacts A iJ PEE ECESE 4 I JE Z a Ud F A R Select Template cut Ctrl C to copy Ctri V to paste Add Attachment Save this email as a Temp Delete this email Add Lead Document View My Templates Started Tue 02 Aug 2011 1 You do not need to type the salutation as this is already set up in the client record In the example above the salutation is Hi Allan This can be overtyped if you like Similarly your email signature is also pre coded into the email 2 If you have created multiple contacts for this client you can select which contacts to send the email to by clicking the appropriate ones on the left side of the screen 3 When you have finished the email click Save for Exchange The email will not be sent until next time you Exchange your data 4 Attachments can be added to the email by clicking the Add Attachment button and following the directions 5 A copy of the email can be sent to your email Inbox by ticking the box next to the Subject line 6 If you need to exit the email prior to completing it you can save it by clicking Save as Draft V05082011DH Page 17 Firstfolio Limited FLeaTS User Manual Sending an email to a group of clients To send an email to multiple clients you highlight the clients in the client list and then click the icon Clients are hig
71. or Lenders Xi Basic Loan Standard variable loan riable Honeymoon loan Line of credit Fixed interest Period Please select Y Reverse Mortgage Li No Application fee important C No ongoing fees important T 100 offset account required E Redraw facility required Not important z Loan portability inportant No early payout penalty important Split loan facility required Low documentation required Capitalised LMI required Applicant s qualifies for Internal LMI Find best loans for each lender based on Best loan feature match thi est cost C Best cost only Select best cost based on Short term loan 5 years Medium term loan 10 years Long term loan Full Term Show only the best matched loan product for each Ie IY Overwrite quotations created in this session LUCE SBD CL Professional package is NOT required Interest Only period required None Loan Term Maximum x Make extra monthly payments of 0 Average offset account balance will be T Match against comparison products from other lenders Make a Lump sum payment of User duser offline Click the V05082011DH Page 50 Firstfolio Limited FLeaTS User Manual s e wne Sn 4 Mr Phil Applesmith 5036264 NO7 Populate from Form No forms found M Populate Show HLC Comments o a Eg E Ga Ma
72. ou can create your own emails Regardless of whether you use the template emails or create your own you can also create your own look and feel by adding your own email header logos and personalised email signature Creating a campaign with existing templates Click the Campaigns icon to access campaign set up V05082011DH Page 27 Firstfolio Limited FLeaTS User Manual FLeaTS User Manual FLeaTS FLeaTS FIFSTFOLIO JFIPSTFOLIO PESER Search Search Lender Archive Lead List Products Accreditations Tr Choose When You Want to Send Your Email Manage Your Campaigns sam T aw 5 ar Name Trigger Relative From Campaign Type Active Campaign Name Fixed Rate Expiry test ad hoc Ad Hoc Generated from Report On Anniversary Email v SO Trigger Fixed Rate Expiry First Anniversary First Settlement Anniversary On Anniversary Email B screen To POF 5 a PreApp Approved Chase up Email Demo Lead State Pre Application Approved 45 days after Email Broker Send campaign 45 s before after Fixed Rate Expiry Resources B Pre approval Lead State Pre Application Approved 2days after Email ae PR Time to Send 7 Any Time Um PreApp Approved Chase up Email Lead State Pre Application Approved 30 days after Email Email From Lead Broker Address bd 2nd Anniversary Email Subsequent Settlement Anniversary On Anniversary Email Email Subject Your Fixed Rate Home Loan is due to expire Trigger Start D
73. proval 23 Mar 2011 10 00AM _ J Club Financia Mr Peter Club 7 __ 5032273 _ 350 000 Purchase Appointment made 28 Jun 2011 08 00AM E Firstfolio it made Meet applicant 28 Jun 2011 05 15PM Matching Firstfolio _ tomer Decision _ Call applicant 29 Jun 2011 10 15AM Appointment made 2 m Firstfolio pcuments Call applicant 06 Jul 2011 10 00AM Uy Pale SH as A E Firstfolio o You have selected multiple leads Do you want send an email to each of these leads tion approved Support Followup 07 Jul 2011 09 00AM e Ee 3 Teme N Ee X _ Firstfolio tion approve upport Followup Jul 2011 09 pier A Training AA no N An SY Settled by lender 3 Ml Training a Btion submitted No Action Dr Training Mary Johnson 5035394 email email com 500 000 Purchase Full application submitted No Action Firstfolio Mr Bart Cummings 5015429 bartGisp com au 500 000 Purchase Settled by lender No Action H Training Jack Jackson 5036810 email email22 com au 499 000 Purchase Full application submitted No Action ae E Training James O Hara 5036811 mail100 mail com au 465 000 Purchase Full application submitted No Action Farm f Training Paul Smith 5035395 mail mail com 450 000 Purchase Full application submitted No Action Firstfolio Mr Denis Jones 5021049 denis hot com au 400 000 Purchase Settled by lender No Action Allleads A Firstfolio Mr Frank Davis 5013864 fd mail net au 250 000 Purchase Settled by lender No Action So eet u 4
74. r accreditations Follow the same procedure as above after highlighting the lender you wish to edit or delete and then clicking the appropriate button V05082011DH Page 42 Firstfolio Limited V05082011DH Page 43 Firstfolio Limited FLeaTS User Manual FLeaTS User Manual Product matrix Basic information on all lender products is available from both the FLeaTS and Loan Accessing the loan matching system from current record Loan matching can be accessed from your client list by highlighting or opening a icon If you are in the B client s record and clicking the Kae icon or by clicking the quick scenario icon as shown below When accessing via a client s record you will be taken directly to the details screen as shown below Matching screens From any FLeaTS screen click the Loan Matching system click the icon at the top left of the screen FleaTS EB Prime Lenders Basic Products Mr Phil Applesmith 5036264 Populate from Form No forms found M Show Show Products Basic v Lo Doc Only I Category Prime Lenders w ed E gt lt gt IHOIRAaRI DF jr He N B Eg Applicant Details E Back i Forward gt E S Tm EE F Lender 1tage DOM AIN 5 st georpe RANTS gt Click here to open for edit ut Sex WANCI ERVIC 4 i 2 New LoansRequired M E Security Properti Product a Fightbac
75. rl Z to Undo Ctri Y to Redo Ctri X to cut Ctrl C to copy Ctrl V to paste y Add Attachment aain eu ADG CD ae DIO oe ms View My Templates User Started Fri 05 Aug 2011 one J cm amp Bem Bet M amp 8 BS aed Edit Your Email Template s Select your alias zA template has not been set up for this alias General Template Training User Broker DW0001 Training Preview Training User Broker Test Training Training User Broker Test100 Training Fe Now follow the instructions in the CRM section entitled Establishing your own email style V05082011DH Page 19 Firstfolio Limited FLeaTS User Manual Creating standard email content templates The FLeaTS email system enables you to create standard emails for marketing client follow up etc FLeaTS San Orrsrous OB rd Wd a Invaang Pr x Mr Frank Davis Level 3 693 Burke Rd CAMBERWELL 3124 VIC 02 0000 0000 H 02 0000 0000 W 0420 000 000 M fd Dmail net au email Frank Davis The next Subject Firstfolio Home loan Application Ref 5013864 V Send a copy to me i E Source B fa G B Z U ci Fi gg gim m mm mi y0 2 Style Format Creating an email template is as easy as typing the email in this box and then clicking the Save this email as a template button You will then see the dialogue box below which enables you to give the template a
76. ront Trail Training User Broker 85 0 85 0 ead Details Lead State Please select T Comments Cancel Create new lead User Stsrted Tue 02 Aug 2011 Return to the main client list screen and exchange NCCP compliance Forms Several Forms have been included in FLeaTS to enable compliance with the NCCP legislation which came into effect on July 1 2010 These include a Needs Analysis Form and the National Finance Brokers Agreement In order to avoid duplication of effort the forms can be auto populated from all data held in FLeaTS client data Loan Match Data It is therefore recommended that you set the client up in FLeaTS with as much data as possible including the loan matching scenario so that you can get the most advantage of the auto populate feature It is a Firstfolio reguirement that Authorised Credit Representatives use FLeaTS and the inbuilt forms to ensure that you remain compliant with the legislation If you hold your own Australian Credit Licence Firstfolio strongly recommends the use of these facilities to ensure you remain compliant Client Needs Analysis Form CNA Completion of this form ensures that all the necessary data is captured to enable you to make the Preliminary assessment as reguired by the act Information contained within the client s record in FLeaTS and the Loan Matching software can be transferred to the CNA avoiding duplication of entry National Finance Broking Agreeme
77. se select Exit without saving Save Updates and Exit Fyrnwy lizar Started Tua N Ave 2044 icon from the Commissions sub menu to show a draft of your invoice RCTI based on the information you have entered into FLeaTS Remember this is only a draft as the information has not been verified against settlement information provided by the lenders Final Invoice Click the icon from the Commissions sub menu to show and print your Final RCTI This will reflect the amount you have been paid V05082011DH Page 40 Firstfolio Limited FLeaTS User Manual Income forecast You can forecast your income for future commission periods based on information you have entered into the system Click the Eaa icon from the Commissions sub menu and then select the period you wish to forecast Past invoices Past RCTIs are available by clicking the madd icon in the Commissions sub menu Select the appropriate financial year and month to view and print the RCTI Claiming exceptions Click on the BE button in the Commissions sub menu to view the Commission Exceptions screen Settled loans will only appear here if they have been entered into FLeaTS incorrectly or have not been entered at all _A R RA Submissions Search Search j Archive Lead List Commission Claims soe Search for applicant name All Lenders AllPaymentTypes v a Originator name code None
78. stfolio Mr Bart Cummings 500 000 Purchase Settled by lender No Action re nm Training Jack Jackson 499 000 Purchase Full application submitted No Action nm Training James OHara 465 000 Purchase Full application submitted No Action H Training Paul Smith 450 000 Purchase Full application submitted No Action e Firstfolio Mr Denis Jones 5021049 denis hot com au 400 000 Purchase Settled by lender No Action A leads Firstfolio Mr Frank Davis 5013864 fd mail net au 250 000 Purchase Settled by lender No Action Create o Alleeds v i Training Jonathon Smith 5035390 smith smith com 250 000 Purchase Full application submitted No Action i H Training Phillippa Jamieson 5036809 email22 email com au 200 000 Purchase Full application submitted No Action a ab oma Full Approvals Appt Made User Started Tue 02 Aug 2011 ee Mr Phil Applesmith 5036264 cymryd Select Form Please Select x Exit Delete Form My Form List Download form User Started Tue 02 Aug 2011 V05082011DH Page 61 Firstfolio Limited Mr Phil Applesmith 5036264 Populate From All Fleats Data Exit Form without Saving Reference Note Client Needs Review Prepared For Mr Phil Applesmith Reference Id 5036264 Prepared By Training User Phone 02 9240 0000 Mobile 0
79. t View My Tei Remove Attachment Started Tue 02 Aug 2011 V05082011DH Page 57 Firstfolio Limited FLeaTS User Manual Printing your guotation and comparisons All guotations and comparisons can be printed for your records by clicking on the Print icon on each page FLeaTS r jon Swn joa Mr Phil Applesmith J 16 Stockmans Road AVOCA 7213 TAS 03 6312 3456 H 03 6331 1111 W 0408 123 456 M phil isp com au email The next action date for this lead will be Ea Subject E Senda copytome Please select J i mic Select email Recipien X E Souce 2 B Tn A peace a Lead Contacts iB Z U ax z tS Eu EEEE E e LoanCostComparison pdf amp YF u z lt s i LoanFeatureComparison pdf amp i X X u i Tey yr My Contacts i Style Format Font Size i Ta amp INFCF_Offset_Plus_quote pdf E Albert Albertson Ref Hi Mr F iiin iti As discussed please find attached loan comparison and quotations for your perusal 4 pe a PDI lt l r Select Template X gj Use Ctrl gt Z to Undo Ctri Y to Redo Ctri X to cut Ctrl C to copy Ciri V to paste Add Attachment Save this email as a Template Delete this email Add Lead Document View My Templates fi Remove Attachment User Started Tue 02 Aug 2011 FLeaTS User Manual Create new client from loan scenario and prospect Once you have established that the new
80. t made 28 Jun 2011 08 00AM ee DD Firstfolio Mr Linda Cooper 5016308 cooper 123 com 100 000 Purchase Appointment made Meet applicant 28 Jun 2011 05 15PM Lan matching ae DD Firstfolio Mrs Lydia Bishopson 5014079 linda email com au 300 000 Purchase Awaiting Customer Decision _ Call applicant 29 Jun 2011 10 15AM Appointment made 2 DD Firstfolio Mr Adam Jones 5020736 email email com 300 000 Purchase Awaiting documents Call applicant 06 Jul 2011 10 00AM q Danns Customer Deci i DD Firstfolio Mr John Euings 5021053 jewens email com au 300 000 Purchase Full application approved Support Followup 07 Jul 2011 09 00AM Awaiting documents 4 By Trainin Mr Phil Applesmith 5036264 phil isp com au 250 000 Purchase Awaiting documents 09 Jul 2011 02 29AM a ML Pre application approved 3 a AD PORRENEIT OP _ Firstfolio Mr Alan Affordability 5013965 alanafford optuspond com 100 000 Purchase Full application approved Support Followup 18 Jul 2011 09 00AM Full application submitted 9 P amp get Full application approved 3 E Training Adam Jones 5035393 email amp email com 750 000 Purchase Pre application approved No Action N S Settled by lender 3 Training Philippa Jamieson 5036808 email22 email com au 650 000 Purchase Full application submitted No Action Document M Training Mary Johnson 5035394 email email com 500 000 Purchase Full application submitted No Action Store Match Firstfolio Mr Bart Cummings 5015429 bart isp com au 500 000 Purchas
81. tched Produgfs 4 Back Ge EE Ga Best Matched Products Select All Clear All Selections Hide Unselected Lender Product s a e Warning Ann Fee Mth Fee Mth Pmt ST Cost MT Cost LT Cost MaxLoan Keep spe Premium Select Home Loan BankWest Premium Select Home Loan 10096 A Refer to Lender for Cash out limitations IF THE TONL None None 2 325 139 586 279 113 837 220 846 508 NATION Offset Plus FINANCE 100 a Cash out restrictions apply refer to Genworth policy F None None None 2 378 143 854 286 555 857 358 910 000 CLUB o Simplicity Plus ANZy 7 95 D min of 5 genuine savings is required Refer to Lende None None None 2 336 140 188 280 376 841 128 876 988 f jaa Orange Advantage ING ii DIRECT Orange Advantage 95 A MIN 10 SAVINGS REQUIRED WHEN LVR IS None 199 None 2 329 140 971 281 723 844 731 868 000 KEN ED MAV Package se gt Standard Variable Loan 9596 A For single security gt 2M refer to Lender s s 350 None 2 318 141 006 281 862 845 286 920 921 ld Match Score z View Match Log Alter Product Exclude product Show reduced score reasons Exit without saving Save Updates and Exit User Started Tue 02 Aug 2011 Tip Expand the Warning column to view the entire warning Do this by placing your cursor on the column divider circled above and dragging it to the nght You can expand any colum
82. that shown below To change any details navigate back to a Previous screen Select Layout Test Email Width 650 x Height 150p Auto Lead Attach Campaign Status holiday e Arranging property your financial goals and of course I would relatives or workmates in any of my Add Remove Attachments Change Header Image Customise r s y Exit Without Saving Save Updates and Bat slow that will appear in your email generic contents to your message e g the applicant s name Started Tue 02 Aug 2011 FLeaTS User Manual Review your message then click Next At this stage it is extremely important that you test your campaign ensuring that the final product is exactly as you intend it to be and that there are no errors in the data being picked up or in the text of the message Testing is done by selecting a live customer from your database and sending the email to yourself as if to the customer ALILI Lr
83. the Current Active Loan Book for a selected Lead settlement month and processed accounting period Enter the month as a two digit number e g February 02 Select a completed payment run accounting period i e usually two months prior to the current month Offline access Broker All Leads Broker All settled Leads Broker Dead lead history list Broker Settled lead Anniversay Report Broker Settled Leads By Date Please Select HE HF NNI NENN NNI NN SYN NI NNI NEN NNI SN NNI SN SYN NI ERREEN NN YNI NN SIN NI ERREEN SSASSN S Generate this Report HR HD a Ma A AA AAAA AA MA A NA AANU RANAMA MAHA a A A Na A MA a A AANA LA MA A N AONANE HA HAHA HD a HAHA Ree ee eae cee eee HA I NAHA HAHA HD Na a Ma A AA AAAA AA MA HA AA HANURA NAHA HAHA Ree HR HAHA HE a HA HAHA Ree HU ED Na a Ma A AA AAAA AAMA HA AA AA AURAN AHA HAHA Ree A HU ED a A HAHA aa a HF NA MA A AAAA NAANA A MAA p Started Tue 02 Aug 2011 Email campaigning FLeaTS enables brokers and brokerages to establish both ad hoc and routine set and forget email campaigns to their client databases Campaigns can be established using triggers such as anniversary dates fixed rate expiry dates etc This means that when a trigger occurs an email will be automatically sent to the client The system contains a number of pre set email templates that can be used as is or modified to suit your own reguirements Additionally y
84. y Month Loan application name Bank reference Loan reference Wr email address WR Lender All lenders X Started Tue 02 Aug 2011 FITSTFOLIO a fe 2 EE oe Invoicing ch Lender A Search Again ID Amount Loan type State Lender Bank Ref Loan Ref Loan Application Name Last action date Comment 0 Purchase Lead Prospect Dead 15 Jul 2011 04 45 PM 0 Purchase Lead Prospect Dead 12 Jul 2011 06 07 PM Construc Lead dead 22 Jun 2011 11 42 AM 22 Jun 2011 11 42 AM 28 Jun 2011 03 04 PM 28 Jun 2011 03 04 PM 28 Jun 2011 03 01 PM 28 Jun 2011 03 01 PM 28 Jun 2011 02 59 PM 22 Jun 2011 11 42 AM 22 Jun 2011 11 42 AM 28 Jun 2011 03 04 PM o 64 5032355 ad 5033178 dead 5032275 300 000 Purchase Lead dead 5032274 300 000 Refinance Lead dead 6061018 160 000 Purchase Lead dead 6049997 522 500 Purchase Lead dead 5032305 350 000 Purchase Lead dead 6061722 160 000 Purchase Lead dead 6053763 365 000 Purchase Lead dead 6062314 400 000 Purchase Lead dead 6062212 461 000 Purchase Lead dead 0 Purchase Lead Prospect Dead 27 Jun 2011 12 36 PM 5032627 430 000 Purchase Lead dead 28 Jun 2011 03 04PM 5032417 280 000 Purchase Lead dead 28 Jun 2011 03 04PM 5032424 693 000 Refinance Lead dead ANZ 28 Jun 2011 03 04PM 5015400 500 000 5013605 1 500 000 5013524 100 000 5013590 600 000 5011422 700 000 5010966 250 000 5011423 500 000 5009254 674 000 22 Jun 2011 11 42 AM 22 Jun 2011 11 42 AM 22 Jun 20
85. y entering your originator name and ticking the Find by originator FLeaTS will where possible find exceptions belonging to you Note Your originator name is the name by which each lender recognises you in their system This may be your name your accreditation number or some other variation You will therefore most likely have several originator names one for each lender you have accreditation with V05082011DH Page 41 Firstfolio Limited FLeaTS User Manual You only need to enter this information once as the system will record those details for future use whenever you tick the Find by originator box Creating and maintaining lender accreditations It is important to ensure that you have entered your lender accreditation details in the system FLeaTS uses this information to allow online lodgement via Pisces e app and also to establish which lenders it can display in the loan gualification and matching software To add amend or delete an accreditation click the icon to take you to the accreditations screen FLeaTS User Manual Loan Comparison Software and Product Information bj FLeaTs Mr Gary Cooper 5018737 Populate from Form Please select

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